Reference Number: MHH7530
Location: Marlton, New Jersey
Judson Group has been retained by 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.
- Serve in a Lead Advisor capacity.
Requirements:
- 5+ years’ experience in wealth strategy and investment management.
- Bachelor’s degree required; CFA/CFP highly preferred; Series 65/66.
- 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. Company has an option to WFH on an alternating, weekly basis.
Reference Number: MHH7530
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