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Senior Portfolio Manager, TRUST

Job Details

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.

 

Company

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

  • Edward Jones ranked No. 5 in the FORTUNE 100 Best Companies to Work For® list for 2017
  • In 2016, Fortune Magazine ranked us seventh on their list of the 100 Best Workplaces for Women. The list is based, among other things, on employee benefits, flexible scheduling and work-life balance.
Company info
Telephone
314-515-9309
Location
1245 JJ Kelley Memorial Dr
St. Louis
MO
63131
US

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