Senior Portfolio Advisor

The Senior Portfolio Advisor manages a full set of fee-producing investment accounts for large and sensitive personal trust relationships and individual investors with complex investment needs. The role requires technical expertise and versatility with a broad range of investment solutions.

Requirements

• Manage investment activities for a full set of major fee revenue-producing accounts
• Develop and direct the execution of programs to achieve investment objectives
• Analyze and plan overall investment strategy
• Maintain an integral presence within the local client-facing team and with clients
• Demonstrate mastery with new investment strategies, tools, and capabilities
• Participate in thought leadership publications and educational opportunities
• Maintain accountability for personal adherence to best practices
• Execute initiatives and required training in support of business and investment practice objectives

Benefits

• Health insurance
• Retirement plan
• Paid time off