Portfolio & Trading Solutions – Portfolio Management, Vice President

Manage portfolios and generate trades tax-efficiently to help clients grow wealth while minimizing tax costs. Partner with financial advisors to design strategies, select investments, and build portfolios tailored to individual needs. Explain complex tax-smart investing solutions clearly to advisors and clients. Monitor portfolios closely and manage risk across accounts to ensure clients stay on track with financial goals. Join meetings and calls with advisors to support clients and uncover new opportunities. Keep up with the latest investment research, trends, and strategies to bring fresh ideas to the table. Support the development of proprietary trading systems by creating strategy presentations and coordinating technology solutions with internal stakeholders. Assist advisors with asset allocation, investment selection, and portfolio construction. Create and curate marketing materials and design presentations for Financial Advisors and home office meetings. Present Tax Management solutions for specialized situations to advisors and clients.