Portfolio Manager

Summary / objective of position:

A Portfolio Manager is responsible for proactively managing client relationships.  This includes constructing and monitoring investment portfolios and providing integrated wealth management services.  The Portfolio Manager must demonstrate a commitment to extraordinary client service through professional excellence, highest ethical standards, and the effective use of available resources.

Essential functions of position:

Portfolio Management

• Construct and monitor investment portfolio(s) based on client needs, objectives and risk tolerance
• Ultimately responsible for investment performance of portfolio(s) using a multi-asset class approach
• Knowledgeable about the investment portfolio and able to explain rationale and investment merits for each holding.

Wealth Management

• Responsible for delivery of integrated wealth management with emphasis on estate planning, cash flow planning, tax planning and asset protection planning

Relationship Building

• Communicate with clients regularly to review changing needs of client portfolio (based on client contact standards)
• Proactively assist clients to evaluate overall financial situation
• Provide recommendations on personal finance issues such as retirement, estate planning, taxes and insurance
• Assist in implementation and monitoring of the plan
• Business Development, networking, and establishing relationships with prospects and local professionals

Development

• Oversee training and development for professional staff
• Ongoing personal professional development

Administrative

• Effectively manage workgroup (Portfolio Manager Assistant and Client Support Assistant)

Other

• Understand and adhere to CFA Institute Code of Ethics and Standards of Professional Conduct and Johnson Investment Counsel Code of Ethics
• Meet with Prospective clients
• Utilize other internal resources such as Johnson Trust Company, Johnson Mutual Funds and Johnson Charitable Gift Fund to enhance portfolio investment strategies for clients

Preferred education and experience

• 4-year undergraduate degree in Finance or relevant field
• CFA designation preferred or CFP with significant investment experience
• Organized and detail oriented
• Blend of analytical and interpersonal skills
• Presentation skills
• Can effectively prioritize and delegate
• Proficient at Excel and investment related software
• Strong desire and demonstrated experience in serving clients
• Able to manage multiple projects simultaneously
• Minimum 5 years relevant experience

Supervisory responsibility:  N/A

Travel required:  May vary depending on book of business

Work environment:  Temperature controlled, office environment

Physical demands:  Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.

Additional eligibility requirements:  N/A

Work authorization/security clearance requirements:  United States Citizen or lawful permanent resident

EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.