Skip to main content

This job has expired

You will need to login before you can apply for a job.

Associate Portfolio Manager, Wealth and Investment Management

Employer
Touchstone Search, Inc
Location
Boston, Massachusetts (US)
Salary
Competitive
Closing date
Mar 16, 2021

Job Details

Key Responsibilities

• Serve as an associate portfolio manager and trusted advisor for high net worth, endowment, and foundation clients and manage client portfolios accordingly

• Provide superior client service and investment advice tailored to each client’s specific financial objectives

• Support portfolio managers by implementing portfolio strategies and executing trades on behalf of clients.

• Work collaboratively with other members of our investment and client service teams to ensure an excellent client experience

• Develop and cultivate relationships with our clients’ third-party professionals (e.g. attorneys, accountants)

Qualifications

  • Bachelor’s degree or higher

  • ESG portfolio management experience or demonstrated commitment to environmental and social justice causes

• Minimum of 3 to 5 years managing client portfolios within the wealth management industry

  • Strong interpersonal skills and commitment to client service

  • CFA designation is desired

  • Excellent verbal and written communication skills

  • Financial planning, tax, estate planning experience a plus

Company

Touchstone Search is retained by Vanguard to execute this placement. Touchstone Search is an executive search firm specialized in the placement of investment and risk professionals nationwide.
Company info
Telephone
4154358106
Location
1809 Mar West
Tiburon
CA
94920
US

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert