Portfolio Manager III
On-siteScottsdale, Arizona, United States
Scottsdale, Arizona, United StatesOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Evaluate, design, and manage complex discretionary portfolios for high-net-worth investors, covering asset allocation, security selection, trade execution, and risk mitigation. Collaborate with teammates to deliver integrated solutions in equities, fixed income, and alternative investments while driving client retention and business development. Anticipate market changes based on economic analysis and mentor associates to support team growth. Requires 10+ years of experience with ultra-high-net-worth clients and a background in wealth management or private banking. First shift, 40 hours per 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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