The organization is an award-winning and client-centric investment advisory firm. Our clients are families, individuals, and business owners who entrust their wealth management and investing needs to us for our expert advice and personalized attention.

 

Building strong professional and personal relationships with our clients and employees is the key to our steady growth and success. The firm is in the ‘people’ business, and we seek employees who share our passion for delivering service beyond expectations.

​

Summary:

The investment/portfolio manager will work closely with the portfolio manager in investment and relationship management activities.  Including investment committee meetings on investment evaluations, portfolio management, and presentation creation. You’ll be responsible for managing client portfolios using individual securities or a combination of securities such as ETFs or mutual funds. Important competencies to succeed in this position are honesty, dependability, strong follow-through and a “figure-it-out” work ethic.

 

Essential Job Duties:

• Team up with senior colleagues in all aspects of client relationships, including portfolio rebalancing, liquidity management, reporting, compliance reviews, client communication, and ad hoc projects.

• Coordinate tasks and deliverables with colleagues in Wealth Advisory Services, Client Administration, and Operations.

• Participate in business development meetings with prospective clients/existing clients and work together with senior colleagues as necessary.

• Contribute to the firm’s investment research activities.

• In time, assume a primary role in the management of a select group of client relationships.