Portfolio Manager
Central Bank
Job DescriptionOverviewCentral Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.Job SummaryThe Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, and estate planning needs. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.Job DutiesResponsible for client investment management and retention, instilling confidence through demonstrated expertiseAssist with the creation, delivery, execution, and management of complex financial plansLead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issuesIncreases market share in their local regionJob RequirementsRequired QualificationsBachelor’s degree, preferably in a related field such as finance, business, or accounting7 or more years in the financial services industry with relevant experience in a client-facing roleAbility to discuss and present complex investment management topics to clients and prospectsHighly effective interpersonal, relationship management, and communication skills, with a strong attention to detailPreferred Qualifications10 or more years in the financial services industry with relevant experience in a client facing roleCFA charterholder or CFP certificantGraduate degree consisting of MBA, or MS in FinanceJob DetailsJob Type: Full Time - RegularCategory: Trust ServicesSalaried: Salaried
$94.59k - $218.48k
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Ernst & Young Oman
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$101.23k - $172.36k
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...provider compensation and shift reports to reconcile against Simpliphy balances. Acts as a resource for physicians and medical group management regarding provider productivity, physician compensation and other physician related needs pertaining to the Hospitalist and...Remote workMonday to FridayShift work- Jefferson Bank is seeking a dedicated customer service representative in Jefferson City, Missouri. Responsibilities include greeting customers, assisting with account selections, and maintaining compliance with banking regulations. The ideal candidate performs account ...
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Jefferson City, MO4 days ago- Job DescriptionOverviewCentral Trust Company provides world-class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing...Full time
$119.4k - $179k
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...Overview The Problem Manager is responsible for identifying, analyzing, and resolving problems within the IT infrastructure to prevent incidents from recurring. This role manages the lifecycle of all problems, from initial detection through to resolution, ensuring that...Permanent employmentContract workWork at officeASM Research, An Accenture Federal Services Company
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