Asset Management Institutional Consulting Group Area Manager
Core
Coaches, mentors, and trains sales, service, and portfolio management teams while directing investment activities for High Net Worth and trust accounts.
Role type
Senior IC Asset Management Area Manager
Builds
Institutional investment strategies, portfolio structures, and client engagement plans
Domain
Financial Services / Wealth Management
Required skills
Investment strategy, portfolio construction, risk management, fiduciary oversight, sales techniques, regulatory compliance, team leadership, strategic planning
Preferred skills
CIMA or CFA certification, Master's degree
Technologies
Microsoft Office Suite
Responsibilities
Direct individual and trust account investment activities; handle large, complex, profitable assets; set policies and procedures for risk management; lead complex client engagements involving investment policy development and manager due diligence; mentor and develop a team of institutional portfolio managers; develop and execute strategic initiatives for business growth; ensure compliance with regulatory requirements and internal risk policies.
Seniority
Senior, hands-on IC with team leadership
