Director, Wealth Portfolio Management

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global is a banking and wealth management organization providing asset management and investment services.

What you will do

• Lead client engagement for asset management professionals, including retention, sales materials, economic and market outlook discussions, and communications with high-net-worth and institutional clients.
• Manage the Wealth Portfolio Management group, including team coordination, guidance, evaluation, hiring, training, and performance management.
• Develop, review, and modify investment strategy methodologies and formulate investment processes as market conditions change.
• Determine investment strategies and asset allocations, make security selection decisions, and execute strategies for client portfolios.
• Support asset management product development and raise the visibility of the asset management business through written and speaking programs.
• Audit accounts and records, report financial data, and ensure compliance with banking, investment, legal, tax, and regulatory requirements.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field; an advanced degree is preferred.
• At least 12 years of investment and financial analysis experience.
• Advanced knowledge of trusts, wealth management, investment products, strategies, markets, and banking and investment regulations.
• Advanced proficiency with Bloomberg Professional and Morningstar Direct.
• Strong leadership, sales, client communication, and investment analysis skills.
• CFA or CIMA certification is preferred; ability to travel and meet deadlines under pressure is required.

Culture & Benefits

• Full-time employment within a banking and wealth management organization.
• Regular interaction with clients, consultants, bank management, and the Hancock Horizon Funds Board.
• Work is performed in accordance with organizational policies, professional standards, and applicable banking laws.