Portfolio Manager III
On-siteScottsdale, Arizona, United States
Scottsdale, Arizona, United StatesOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Evaluate, design, and manage discretionary portfolio management for complex, high-net-worth investors, covering asset allocation, security selection, trade execution, and risk mitigation. Develop tailored investment strategies based on client circumstances while collaborating on integrated solutions across equities, fixed income, and alternative investments. Proactively review performance and market conditions to anticipate risks, maintain client relationships, and mentor associates. Requires 10+ years of experience in wealth management or private banking with high-net-worth clients. 1st shift, 40 hours/week.
Required Qualifications
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating and leadership
- Superior client service and relationship management skills
Desired Qualifications
- Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Graduate Degree such as MBA or JD
- Holds appropriate credentials such as CPA, CFP and/or CFA designation
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
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