Sr Portfolio Manager- Trust

About the Role:Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote. The Impact You'll Make:Serves high net worth and institutional clients within Baird Trust CompanyOngoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment CommitteeDevelop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexityConsult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationshipInvest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of riskWorking with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectivesWorking with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment managementKeep informed of market trends and analyze the effect of these trends on client investment portfoliosFollow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptionsMaintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external researchPreparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issuesCollaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectivesWork ethically and with integrity, including maintaining client and firm confidentialityInterpret and apply policies and identify and recommend changes as appropriateWhat You'll Bring to Baird:Four (4) year degree in Business, Economics, Accounting, or FinanceMBA (preferred)10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experienceKnowledge of global equity and fixed income markets along with knowledge of global economic conditionsFamiliarity with fiduciary principles and prudent investment conceptsGeneral understanding of the tax codeLicenses/Certifications:CFA / CFP preferredSIE, Series 7 required – or ability to obtainSeries 63, 65, or 66 required – or ability to obtain#LI-TA1Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.SummaryLocation: WI-MilwaukeeType: Full time