Wealth Management - Senior Portfolio Manager

Wealth Management - Senior Portfolio Manager

FLSA Status:

Exempt, Full-Time

Reports to:

President Southside Wealth Management & Trust

Summary of the Job:

Has an integral role in overseeing the implementation of policies, strategies, and initiatives to enhance investment performance and the investment / financial planning process through research and project management.

Essential Functions:

• Oversee portfolio management group and overall management/monitoring investment process Analyze portfolios of prospective and current clients. Prepare proposals for prospective clients and/or client meetings.
• Oversee implementation of initial investment of new client assets and re-balancing of client assets in accordance with department and client investment policy.
• Meet periodically with outside constituencies on investment and financial planning related matters as necessary, such as prospects, clients and investment partners.
• Facilitate trades (fixed income, equity and mutual fund) and complete compliance reviews, as needed.
• Manages a book of business to include all account types, including but not limited to; investment management accounts, IRAs, and trusts.
• Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
• Focus on working effectively with prospective clients and those referring clients to us.
• Assist in resolving client investment and financial planning related issues, problems and questions as an investment specialist member of our team.

Additional Functions:

• Supervise/manage/direct the selection, training, development, appraisal and work assignments of personnel.
• Comply with all safety policies, practices and procedures.
• Participate in proactive team efforts to achieve the goals of the financial institution.
• Provide leadership to others through example and sharing of knowledge/skill.
• Perform other duties as assigned.

Required Education/Experience:

• Bachelor's degree in finance, Accounting and/or a Business-related field.
• Required 5 years of portfolio management experience.
• Professional designation(s) relevant to job duties is strongly preferred.
• Strong interpersonal, written and verbal skills.
• Exceptional analytical and critical thinking skills.
• Demonstrated project management skills and superior Microsoft Office skills.

Necessary Skills:

• Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
• Ability to define problems; collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Leadership skills, judgment, creativity, organizational skills, customer service skills.
• Ability to build collaborative relationships.
• Oral and written communication skills.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.

• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)