Summary of Responsibilities:
Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy.Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF’s and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client’s long term objectives. Invest the portfolio using securities of internal portfolio managers, ETF’s, as well as externally and internally managed mutual funds. Monitor the individual portfolios regularly for proper asset allocation and diversification to insure adherence to client’s objectives and risk tolerance. Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines. Work with Private Client Group team members to build new relationships and assets under management. Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes. Meet with potential clients to present and sell our Wealth Management services. Meet with existing clients on a regular basis to review investment goals, current needs and performance. Work with a client’s tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate.
Must have a combined 8+ years’ track record of excellent investment management experience for individuals, business development, investment consulting or related field. Highest Level of ethical standards. Advanced knowledge of securities markets and their behavior in various economic environments. Strong understanding of the economy and factors influencing its behavior. Advanced skills in the areas of portfolio construction and risk management. Strong oral and written communication skills. Understanding of internal systems and analytical software: i.e., Morningstar Direct, Bloomberg, portfolio management software. High degree of confidentiality. Team player. Educational Requirements:
- MBA and/or CFA designation.
Computer skills and knowledge of hardware & software required:
Proficient in word processing and spreadsheet applications. Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet application. Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):
- CFP and/or CFA designation desirable.
- Extended hours required during peak workloads or special projects.