16 часов назад
Senior Director, Portfolio Manager (Wealth Management)
158 696 - 269 783$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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