6 дней назад
Investment Market Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Market Manager (Investment Management): Managing investment activities across Northwest, Northeast, and Central Pennsylvania, including leadership of 15 Investment Advisors and oversight of complex client portfolios with an accent on asset growth, client retention, and advisor development. Focus on leading investment sales, coaching investment professionals, and executing risk management policies and Regulation 9 requirements.
Location: In-office role based in Erie, Mechanicsburg, or Scranton, Pennsylvania, with travel across Northwest, Northeast, and Central Pennsylvania offices.
Company
is a financial services company with a Private Bank organization focused on investment and wealth management services.
What you will do
- Manage investment activities and relationships for selected clients with large and complex accounts.
- Lead asset growth, client retention, new client acquisition, and expansion of investment services across the assigned markets.
- Manage and develop 15 Investment Advisors through training, performance management, hiring, and coaching.
- Participate in or lead investment sales efforts for large and complex prospects.
- Apply investment strategies, policies, procedures, risk management practices, and Regulation 9 requirements.
- Identify, resolve, or escalate risk management issues across the market.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- Typically 8+ years of relevant industry experience.
- Typically at least 5 years of prior management experience.
- Experience with investment management, portfolio management, client relationship management, financial modeling, and risk management.
- Ability to travel throughout Northwest, Northeast, and Central Pennsylvania.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment focused on collaboration, support, inclusion, and career growth.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.
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