Client Portfolio Manager

Communicate Insight’s history and value proposition as an asset management firm Communicate the firm’s product offerings, including Mutual Funds, CITs, and ETFs, investment philosophy, processes, and resources Strategically position the firm against industry competitors to drive new business Champion the business and collaborate with distribution and investment teams on strategy positioning Represent the firm and its products with internal and external sales teams and end clients Maintain consultative, solutions-based discussions with existing and prospective investors Contribute to marketing materials, including fund commentaries and investment reports Support development of additional mutual funds, ETFs, CITs, and SMA platform offerings Contribute market intelligence to monitoring of the competitive landscape Requirements 8–10 years’ experience in a client-facing technical role such as marketing or product specialist (ideally) Strong investment and analytical acumen CFA and/or advanced degree preferred Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas Ability to build and maintain positive relationships with portfolio management, research, and distribution professionals Independent work style and high self-motivation Understanding of AI-enabled tools, technologies, and practical applications, with ability to apply them within the role Core Competencies Demonstrates strong investment and analytical acumen, with the ability to effectively communicate complex ideas and contribute to marketing materials. Proven experience in client-facing roles, collaborating with distribution and investment teams to drive business growth and maintain positive relationships. Highest-signal resume keywords Investment Acumen Client-Facing Experience CFA Certification Strong Communication Skills AI-Enabled Tools Understanding ATS Optimization Keywords Soft Skills Relationship Building Independent Work Style Self-Motivation Certifications & Qualifications CFA Advanced Degree Industry Keywords Asset Management Mutual Funds ETFs CITs SMA Platforms Investment Philosophy Market Intelligence Competitive Landscape Consultative Discussions Sales Strategy #J-18808-Ljbffr