Senior Portfolio Manager

Job Summary Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers can manage customized client portfolios on a fully discretionary basis and provide advisory services and single mandate strategies. Responsibilities Understands strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Manages customized client portfolios on a fully discretionary basis, providing advisory services and single mandate strategies. Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and specialty assets (e.g., Timber, Farm, Oil and Gas). Monitors portfolios and rebalances to ensure asset allocation aligns with client objectives and risk tolerances. Oversees the completion of investment policy statements. Acts as a technical/industry expert in managing complex individual and family client relationships. Develops and recommends strategies to achieve clients’ investment goals. Conducts trade execution, maintains investment action plans, monitors overdrafts, and conducts Reg. 9 investment reviews. Documents account activities and client interactions. Supports revenue growth by meeting investment management, credit, and deposit goals. May develop and market specialized asset allocation products and services. Supervises, mentors, and coaches junior staff. Required Qualifications 10‑15 years of investment decision‑making and financial consulting experience working with high net worth and ultra‑high net worth clients. Held positions of increasing responsibility with an established and prestigious financial services firm, most likely in wealth management, private banking and/or trust. Knowledge of fiduciary and financial products and services gained through extensive related work experience. Broad technical knowledge of investments, tax, legal and operations necessary to serve clients. Knowledge of fiduciary standards, principles and applicable laws and regulations. Skills in negotiating, delegating, leadership, superior client service and relationship management. Desired Qualifications Undergraduate degree in Finance, Accounting, Economics or equivalent. Appropriate credentials such as CPA, CFP and/or CFA designation. Graduate degree such as MBA or JD preferred. Skills Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America