Senior Portfolio Manager, TRUST

Key Responsibilities:

  • Provide discretionary management for complex trust and high net worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.
  • Partner with financial advisors to fully understand client's needs and enhance the overall client experience.
  • Independently establish an appropriate investment objective, articulate the tailored investment strategy and recommendations, and fully explain account performance.
  • Effectively utilize all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
  • Coach and train less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
  • Support FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.
  • Collaborate closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.
  • Lead presentations at client events, regional meetings, seminars and web conferences.
  • Lead initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.

 

Position Requirements :

  • Bachelor's degree is required. Business-related degree strongly preferred
  • Chartered Financial Analyst (CFA) or actively pursuing CFA designation consistent with department policy
  • Ten+ years financial services experience.  Minimum six years of experience in portfolio management or related roles that required making investment recommendations relied upon by others.
  • Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
  • Strong verbal and written communication skills with the ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients
  • Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
  • Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.
  • Strong analytical, problem solving, and organizational skills
  • Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.

 

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