Sr. Portfolio Strategist- Akron/Canton Area
$116,000–$216,000 year
HybridAkron, Ohio, United States
Job Summary
Construct and customize investment portfolios for high-net-worth clients while advising on appropriate strategies aligned with their objectives and investment policies. Monitor and modify portfolio construction in response to market events, proactively communicating changes and new ideas to supplement goal achievement. Collaborate with the relationship management team to integrate investment advice with tax, estate, and retirement planning, ensuring organizational growth goals are met through new lead development and revenue expansion. Interface with internal advisors and Centers of Influence to foster referrals and articulate the competitive advantages of the Key Private Bank platform. Maintain compliance with internal policies, including Reg 9 reviews, and share intellectual capital during pre-call and weekly sales meetings.
Required Qualifications
- Bachelor's Degree in business related field (preferred) OR equivalent experience (required)
- Minimum of 15 years in the investment management field (preferred)
- Professional Designation (preferred)
- The ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and effective collaboration
- The capability to clearly and effectively convey information, ideas, and advice to clients and team members, both verbally and in writing
- The proficiency in delivering engaging and informative presentations to clients, prospective clients, and colleagues, effectively communicating complex financial concepts
- Prioritizing the needs and goals of clients by providing personalized and attentive service, ensuring their satisfaction and loyalty
- Collaborating with the sales team to provide support in achieving sales goals, including sharing insights, strategies, and resources
- Actively participating in sales activities and meetings, contributing to the development and execution of sales strategies to drive revenue growth
- Identifying and developing potential leads that meet the criteria for high-value clients, contributing to the growth of the client base
- Building and maintaining relationships with Centers of Influence (COIs) to generate referrals and expand the network of potential clients
- Demonstrated experience in managing relationships with High Net Worth (HNW) clients, understanding their unique needs and providing tailored investment advice
- Proficiency in using an open architecture approach to investment management, allowing for the selection of best-in-class investment solutions from a wide range of providers
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