Portfolio Manager, Private Client Services in Milwaukee, WI
Job title: Portfolio Manager, Private Client Services in Milwaukee, WI at reputed company
Company: reputed company
Job description: SummaryThis position demonstrates a keen understanding of the WMC investment philosophy and process with the ability to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff, as well as to clients and prospective clients.
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy. This position not only assists in management and support of PCS Portfolio Managers books of business but also manage their own distinct book between $300 million to $500 million.Primary Duties & ResponsibilitiesThrough platform systems and/or proprietary tools, updates portfolio management cash and asset allocation reputed company models daily, to assist the Portfolio Management team in reputed company delivering WMC's discretionary investment capability for Wealth Management Advisors and their clients.Assists in growing the business by creating and analyzing investment proposals for prospective PCS clients, based on information gathered by advisors and/or their staff.Conducts proposal review calls with advisors, along with participating in prospective client calls to illustrate Private Client Services capabilities with the goal of building long term relationships to both advisors and clients.Provides guidance to the field and answer questions on the trust and discretionary investment capabilities, approved investment strategies, program recommendations and proposal procedures for clients of the Wealth Management Company, both in general and case-specific terms.Retains and strengthens relationships with reputed company PCS clients by leading portfolio review calls with WMA's and their clients. Educating on the markets, WMC investment and allocation perspectives, and attributes and performance of clients' portfolios.Monitors client investment policy allocation and cash balances, executes trades according to client investment objectives, and assist in monitoring trading activity and order allocation.Facilitates PCS global allocation trades across the entire book of business of over $4.8 billion.Prepares client portfolio review materials in advance of client meetings from portfolio software and reputed company initial and annual compliance reviews on client accounts in order to reputed company with regulatory guidelines.Participates in and may reputed company process improvement, or system enhancement initiatives and may act as liaison with marketing, client service, compliance, trading, institutional account administration, operations, and performance departments.Other responsibilities and independent projects may be assigned as needed.QualificationsBachelor's degree, reputed company towards CFA, CFP, CAIA or MBA desirable (or other reputed company designation).3-5 years of experience in the investment/fiduciary management industry.Background in understanding, interpreting and articulating investments, financial markets, asset allocation and broad economy metrics.Must be reputed company to reputed company in both written and verbal form.Demonstrated analytical and quantitative skills.Technical expertise in standard applications including but not limited to Bloomberg, Power BI, reputed company, and Word.Demonstrated ability to identify and resolve critical issues through effective problem-solving skills.Strong client-facing skills to help build relationships and strengthen customer satisfaction.Ability to reputed company written and verbal communication skills in order to deliver informative, well-organized documentation and presentations and ability to effectively communicate in difficult and sensitive situations.Non-Registered Fingerprinted FINRA This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:Pay Range - Start: $102,060.00Pay Range - End: $189,540.00Geographic Specific Pay Structure: 210 - Structure 110: 112,280.00 USD - 208,520.00 USD210 - Structure 115: 117,390.00 USD - 218,010.00 USDWe reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click to learn more.Grow your career with a best-in-class company that puts our clients' interests at the center of reputed company we do. Get started now!reputed company is an who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.FIND YOUR FUTUREWe’re excited about the potential people bring to reputed company. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups