KMA Human Resources Consulting

Manager

• Understands and advises clients on objectives, risk tolerance, asset allocation and the role of each asset in client portfolios
• Experience with Envestnet’s Tamarac Reporting, Tamarac Trading, CRM and MoneyGuide Pro planning software
• Manage new account openings and account closings
• Properly identify and categorize new securities.
• Maintain rebalancing standards – ensuring clients participate in model trades or are working towards clients’ long term target allocation.
• Work with CAs to design and produce client materials.
• Ability to discuss financial planning strategies via MoneyGuide Pro software.
• Work with CAs on allocation recommendations and rebalancing plans, preparing proposals for review by the CAs, which may include recommendations for legacy holdings in the account
• Maintains a high level of collaboration with investment research and relationship team
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Assistant Portfolio Manager