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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Investment Management and Financial Planning, with a strong focus on developing custom investment solutions and overseeing asset allocation for high-net-worth clients. Possesses advanced communication skills to articulate investment strategies and collaborate effectively with clients and internal teams.
Highest-signal resume keywords
Investment Management ExpertisePortfolio ConstructionSeries 65 RegistrationClient Relationship DevelopmentEmotional Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Strategy DevelopmentAsset AllocationPortfolio AnalysisRegulation 9 ReviewsPerformance MetricsPortfolio ModelingInvestment Policy StatementsRebalancing InstructionsBenchmark RecommendationsDiscretionary Management
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationListening SkillsPresentation SkillsLeadership Skills
Certifications & Qualifications
Series 65 Registration
Industry Keywords
High-Net-Worth ClientsPrivate Wealth ManagementFinancial PlanningInvestment Advisory AccountsMacroeconomic FactorsSales PresentationsClient ServiceState and Federal RegulationsInvestment PoliciesBrokerage
About the role
Key responsibilities & impact- Create custom investment solutions for sophisticated and complex high-net-worth clients
- Serve as the investment management subject matter expert within a financial planning team
- Develop, maintain, and oversee investment strategy and asset allocation for Private Wealth Management clients
- Oversee discretionary management of investment advisory accounts for clients with at least $3 million in investable assets
- Collaborate with the Portfolio Construction Desk to open advisory accounts and manage investment strategy
- Assist Wealth Advisors and Managing Partners with portfolio analysis and advanced Portfolio Management solutions
- Develop strategies based on individual client Investment Policy Statements and Request for Proposal parameters
- Serve as the investment expert during client meetings and lead discussions on investment strategy and performance
- Articulate firm messaging about macroeconomic and market factors
- Participate in and occasionally lead sales presentations
- Collaborate with Client Service Specialists and Relationship Managers to process administrative tasks accurately and timely
- Develop and oversee investment policies, procedures, reporting, Regulation 9 reviews, and performance metrics
- Deploy firm-approved asset allocation models and implement investment strategy
- Make asset allocation recommendations and set up portfolios with the Portfolio Construction Desk
- Examine current portfolios and provide rebalancing instructions
- Review and recommend appropriate benchmarks
- Provide initial and ongoing review of client Investment Policy Statements
- Actively participate in or lead assigned investment committees
- Perform other duties as assigned
Requirements
What you’ll need- College degree or relevant experience
- 8 years’ experience in Investment Management, Financial Planning, or Brokerage, including communicating complex and detailed information related to investment management process and portfolio construction
- Must have, or possess ability to obtain, Series 65 registration within 120 days of employment
- Demonstrated high degree of emotional intelligence when interacting with clients and internal partners
- Ability to develop, expand, and close relationships with clients and external professionals to enhance business opportunities
- Strong verbal, written, listening, and presentation skills
- Knowledge of portfolio modeling, platforms, policies and procedures, and state and federal laws/regulations related to investment and trading
- Strong leadership skills
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored medical, dental, vision, and other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits