Vice President - Wealth Investment Client Portfolio

Company Overview:

An independent, employee-owned global asset management firm manages over $530 billion in assets, offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client Portfolio to support their Private Wealth division.

Job Responsibilities:

• Support Wealth Advisors in constructing customized multi-asset portfolio solutions aligned with client objectives and constraints.


• Evaluate and synthesize client-specific information to inform actionable portfolio implications based on the firm's Asset Allocation Committee views.


• Deliver recommendations to end clients and present to various client/prospect groups, including individuals, families, and select institutions.


• Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust.


• Analyze and manipulate data to create compelling client-facing and internal content, ensuring high standards for accuracy and data integrity.


• Support the team with ad-hoc projects and requests, including strategic and training initiatives for the Private Wealth organization.

Qualifications:

• Strong understanding of both public and private markets, asset allocation, and portfolio construction.


• Ability to analyze and synthesize complex data into actionable insights.


• Willingness to travel as needed for client presentations and meetings.

Compensation:

Salary: $150,000 - $250,000, Plus Bonus