Senior Portfolio Manager | Marlton, New Jersey

Reference Number: MHH7202
Location: Marlton, New Jersey

Judson Group has partnered with a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients.

The ideal candidate has extensive experience working with high-net-worth individuals and families in a client support and planning capacity.

Responsibilities:

  • Responsible for all aspects of client support including establishing and modifying portfolio strategy, client investment risk/asset allocation, and tax evaluation.
  • Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
  • Review client reports and assists with all planning and implementation for the client.
  • Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
  • Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.

Requirements:

  • 5+ years’ experience in wealth strategy and investment management.
  • Bachelor’s degree required; CFA/CFP highly preferred; Series 65.
  • Significant experience with investment management and financial/estate planning.
  • Established referral network and proven ability to develop new business.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Marlton, New Jersey

Reference Number: MHH7202

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