Key Family Wealth Senior Portfolio Strategist

Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences.

Requirements

• Undergraduate degree in a business-related field
• 10 years of experience in the investment management field
• Excellent interpersonal and communications skills (both written and verbal)
• Strong client focus
• Strong presentation skills
• Ability to work as part of a sales and client servicing team
• Experience and proven success in an open architecture environment
• Progress towards advanced degree or professional certification
• Previous experience in managing assigned staff of professionals
• Demonstrated track record of sales success. Experience managing a high net worth book of business

Benefits

• Short-term incentive compensation
• Deferred incentive compensation
• 401k Matching
• Relocation Assistance