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16 часов назад

Senior Director, Portfolio Manager (Wealth Management)

158 696 - 269 783$
Формат работы
onsite
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Senior Director, Portfolio Manager (Wealth Management): Managing customized portfolios for large and complex individual and institutional relationships with an accent on asset allocation, manager research, and client-facing investment advice. Focus on leading investment committees, developing diversified portfolios across equities, fixed income, and alternatives, and mentoring portfolio managers.

Location: Onsite at 1 Ward Parkway, Kansas City, Missouri, United States

Base compensation: $158,696–$269,783 per year.

Company

hirify.global is a banking and wealth management organization providing investment and financial services to individual and institutional clients.

What you will do

  • Manage individually managed accounts across fixed income securities, equities, and alternatives.
  • Construct diversified portfolios, monitor asset allocation, and implement trades based on approved investment strategies.
  • Present investment strategies and performance results to existing and prospective individual and institutional clients.
  • Review prospective client portfolios, provide recommendations, and support new business development for large and complex relationships.
  • Lead asset allocation or manager research committees and co-lead equity, fixed income, or alternatives working groups.
  • Deliver economic and market updates, partner with banking leadership, and mentor portfolio managers.

Requirements

  • 15+ years of experience in investment or wealth management.
  • Bachelor’s degree in business or a related field.
  • CFA and CFP designations.
  • Strong knowledge of capital markets, the global economy, asset allocation, and at least one major asset class.
  • Demonstrated portfolio management and client-facing experience, with the ability to explain complex investment concepts clearly.
  • Unrestricted U.S. work authorization is required; future sponsorship is not available.

Nice to have

  • Master of Business Administration or Finance degree.
  • Knowledge of Bloomberg, Moxy, and Advent Systems.
  • Experience servicing high-net-worth individuals and institutional clients.

Culture & Benefits

  • Onsite environment focused on collaboration, mentorship, and professional growth.
  • Medical, dental, and vision insurance.
  • 401(k) with matching contributions.
  • Paid time off programs, health savings account, and dependent care benefits.
  • Tuition assistance, growth opportunities, and short- and long-term disability insurance.

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