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Posted: Mon Mar 18 2024
Portfolio Manager
Winston-Salem, North Carolina
Direct Hire
Portfolio Manager | Winston-Salem, NC (Hybrid)
Growing RIA providing holistic wealth management coverage to high-net-worth families seeks experienced portfolio manager with strong technical and interpersonal skills to manage client portfolios and strengthen long-term relationships.
Responsibilities:
Manage and oversee existing client portfolios, ensuring alignment with their financial objectives, risk tolerance, and investment preferences
Conduct thorough portfolio analysis and review to optimize performance and adjust strategies as necessary
Communicate with clients to provide updates on portfolio performance, market trends, and investment opportunities
Collaborate with the investment team to develop and implement investment strategies tailored to individual client needs
Stay current with market trends, economic indicators, and regulatory changes to make informed investment decisions
Utilize financial planning software and tools to assess clients' financial situations and develop comprehensive wealth management plans
Requirements:
Bachelor’s degree in finance, Economics, or related field
Series 65 required; CFA/CFP or other designations are a plus
8-10+ years of relevant portfolio management experience
Strong understanding of investment principles, asset allocation strategies, and financial markets
Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
Experience with Tamarac, Advyzon, BlackDiamond, or similar platforms is a plus
Ability to work independently and as part of a collaborative team
Growing RIA providing holistic wealth management coverage to high-net-worth families seeks experienced portfolio manager with strong technical and interpersonal skills to manage client portfolios and strengthen long-term relationships.
Responsibilities:
Manage and oversee existing client portfolios, ensuring alignment with their financial objectives, risk tolerance, and investment preferences
Conduct thorough portfolio analysis and review to optimize performance and adjust strategies as necessary
Communicate with clients to provide updates on portfolio performance, market trends, and investment opportunities
Collaborate with the investment team to develop and implement investment strategies tailored to individual client needs
Stay current with market trends, economic indicators, and regulatory changes to make informed investment decisions
Utilize financial planning software and tools to assess clients' financial situations and develop comprehensive wealth management plans
Requirements:
Bachelor’s degree in finance, Economics, or related field
Series 65 required; CFA/CFP or other designations are a plus
8-10+ years of relevant portfolio management experience
Strong understanding of investment principles, asset allocation strategies, and financial markets
Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
Experience with Tamarac, Advyzon, BlackDiamond, or similar platforms is a plus
Ability to work independently and as part of a collaborative team
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