Senior Portfolio Strategist - Institutional

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (CMG) and clients in informing on investment policy development, asset allocation, performance analysis and reporting, and manager structure. Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less experienced associates in the work group.

• Portfolio Management - Reviews client portfolios to identify potential risk, propose changes, and ensure compliance with all applicable policies or procedures. Analyzes prospective client's current investments in order to recommend appropriate portfolios for their needs. Ensures necessary portfolio changes are implemented.
• Relationship Development - Facilitates the management, satisfaction, and retention of existing clients through a variety of support tasks. Serves as the primary investment expert for client inquiries, review meetings, and investment updates. Handles complex or escalated client issues.
• Investment Expertise - Maintains a strong knowledge about all investment services provided by First Citizens. Explains the Bank's investment options and conducts informational training sessions on CMG initiatives and capabilities. Gives presentations to groups of prospects on the economy, capital markets, and investing in order to elicit sales.
• Business Support - Partners with other associates on the development of new business opportunities. Utilizes investment expertise to quality prospects and support sales to institutional clients. Assists management with special projects or significant high net worth cases. May provide oversight or guidance to less experienced strategists.

Bachelor's Degree and 8 years of experience in Selling Investment Services and Relationship Management with institutional clients OR High School Diploma or GED and 12 years of experience in Selling Investment Services and Relationship Management with institutional clients

License or Certification Type: Series 65

Preferred: Certified Financial Analyst (CFA) and familiarity with investment applications

The base pay for this position is generally between $200,000 and $250,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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