Portfolio Manager

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients.

Senior Portfolio Manager

Our client, a top wealth management practice based in Atlanta, is hiring a Portfolio Manager to build client portfolios and educate clients as an investment expert in the practice.

The candidate will work closely with the Wealth Management Advisors to provide a first-class experience for clients. They should have a passion for research, constructing client portfolios, and the ability to interface with clients. The right candidate should be comfortable with both passive and active management strategies depending on the client’s needs.

Key Responsibilities, yet not limited to:

• This position will be responsible for the investment strategy and recommendations within the practice.
• Working with the WMAs to research and refine the investment strategy.
• Creating investment takeover proposals and conducting portfolio analysis.
• Conducting research and providing written commentary to clients.
• Creating executive summaries and talking points on client accounts.
• The candidate should have confidence working with individual stocks, especially in large cap.

Client Interaction:

• As the investment expert, share market updates, portfolio updates, and educate clients on investment recommendations.
• Review the strategy with clients and assist them with investing new assets.
• Handle client review meetings.
• Responsible for trading accounts, rebalancing, tactical tilts, and tax loss harvesting execution. Update model portfolios.
• Manage members of the investment operations team.
• Ensure the Wealth Management Advisors are briefed on planning and investment updates prior to meetings, along with the ability to educate clients on their positions directly.

Other Responsibilities:

• Benchmarking performance.
• Meeting with wholesalers and other industry professionals to enhance client experience and offerings.
• Ensuring all client interactions are updated in the CRM system.
• Researching current regulations, tax law changes, and other pertinent industry information to stay ahead of changes that can affect clients.

Requirements:

• Bachelor's Degree.
• 8+ years of investment experience.
• Series 7 and 66.
• Preferred if the candidate has or is pursuing CFA designation.

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

• Paid time off.

Physical Setting:

• Office.

Schedule:

• Day shift.
• Monday to Friday.

Experience:

• Financial services: 8 years (Required).

Work Location: In person.