Client Portfolio Manager

• Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
• Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
• Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
• Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
• Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
• Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
• Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
• Assist advisors in tax-optimization during account implementation and beyond
• Communicate effectively with investment team, business development team, operations team, and development team
• Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
• Report to Head of Client Portfolio Management
• Take additional direction from Senior Client Portfolio Managers

• Bachelor’s degree
• 7+ years of investment experience
• CFA or CFP certifications preferred
• Prior experience communicating with financial advisors
• Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
• Comfort learning and communicating quantitative concepts
• Excellent communication skills, both written and verbal
• Proficient in Excel and PowerPoint
• A focused, dedicated, and entrepreneurial personality
• Strong analytical and relationship-building skills
• Ability to work under pressure
• Robust time management and organization skills
• Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM

Compensation
$125k, 30% bonus