PWM Director of Business Strategy

DUTIES

• Mortgage, Preferred and or Municipal Trader / Portfolio Manager
• Assist with credit research and further develop valuation models
• Portfolio Analysis – assist with commentary regarding, sector allocation, duration, bond structure, geographic and credit concentration etc.
• Write sections and help edit the quarterly newsletter covering recent market events and express the group’s market perspective and strategy
• Assist with monthly and quarterly client customized reporting
• One off projects that require creative solutions
• Discuss credit, investment strategy options and perform market reviews
• Assist with research meetings
• Work on swap opportunities and crossover transactions

RESPONSIBILITIES

• Actively engages prospects and clients to build relationships, identify needs, and review investment goals
• Cultivates and develops client relationships
• Develops investment recommendations with the Financial Advisor and prepares reports and plans that align with client goals
• Takes accountability for optimizing business practices while adhering to best business ethics and practices
• Seeks opportunities to grow business by capitalizing on Firm initiatives
• Focuses on building strong relationships with corporate departments and strategic partners
• Provides leadership and coordination on strategic business planning and development and implementation of strategies
• May utilize knowledge, experience, and expertise obtained through the CFP or CFA qualification process, to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process
• May allocate work among a team of employees

EDUCATION AND/OR EXPERIENCE 

• Seven years or more of trading / portfolio management
• Series 7, 63 and 65 or Series 7 and 66 is preferred but not required
• Four-year college degree required
• Advanced degree preferred or professional certification preferred (e.g. CFA, former attorney, CPA, extensive background in financial services)
• Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position
• Additional product licenses may be required

KNOWLEDGE/SKILLS

• Financial industry and product knowledge
• Evidence of strong leadership skills or previous supervisory experience
• Effective written and verbal communication skills
• Knowledge of applicable compliance rules and regulations and firm policies
• Proficient in applicable software applications, including Bloomberg
• Financial industry and trading experience
• Ability to interact and communicate effectively with colleagues and clients
• Excellent written and verbal communication skills