Portfolio Manager

Portfolio Manager | Winston-Salem, NC (Hybrid) Growing RIA providing holistic wealth management coverage to high-net-worth families seeks experienced portfolio manager with strong technical and interpersonal skills to manage client portfolios and strengthen long-term relationships. Responsibilities: Manage and oversee existing client portfolios, ensuring alignment with their financial objectives, risk tolerance, and investment preferences Conduct thorough portfolio analysis and review to optimize performance and adjust strategies as necessary Communicate with clients to provide updates on portfolio performance, market trends, and investment opportunities Collaborate with the investment team to develop and implement investment strategies tailored to individual client needs Stay current with market trends, economic indicators, and regulatory changes to make informed investment decisions Utilize financial planning software and tools to assess clients' financial situations and develop comprehensive wealth management plans Requirements: Bachelor's degree in finance, Economics, or related field Series 65 required; CFA/CFP or other designations are a plus 8-10+ years of relevant portfolio management experience Strong understanding of investment principles, asset allocation strategies, and financial markets Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships Experience with Tamarac, Advyzon, BlackDiamond, or similar platforms is a plus Ability to work independently and as part of a collaborative team

Created: 2024-11-05