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About the role
Key responsibilities & impact- Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
- Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
- Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Strong sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Investment ExperienceFinance KnowledgeEconomics KnowledgeBusiness Acumen
Soft Skills
Interpersonal SkillsVerbal CommunicationWritten Communication
Certifications
Bachelor's Degree