Location City: seacoast or Manchester/Concord area
Location State: NH
Base Salary: 80,000 - 90,000+ DOE plus bonus opportunity
Bonus & Incentives: Annual company bonus averages 30% of base compensation and can range 0% to 50%+
Position Responsibilities: Opportunity to join one of the most dynamic, team oriented financial groups in New England. Organization has completely re-defined the meaning of "client-centered". As principal asset manager and advisor to their higher net worth clients, will play a pivotal role in helping individuals and families achieve their financial goals while supporting the development of long term, trusted-advisor relationships through the private banking group. This is your opportunity to experience a whole new way of relating to your clients and to serving their best interests by leveraging your portfolio management, relationship development, sales, and client retention skills.
Education and Certifications/Licenses: Bachelors, MBA desirable; CFA or active enrollment to achieve certification expected.
Mandatory Minimum Qualifications: A minimum of 7 years as a Portfolio Manager in a similar position is required.
Preferred Qualifications: Must be capable of providing support to private bankers such as: 1) tax-sensitivity analysis to address client concerns about capital gains, 2) assisting with high-level communications to outside Separate Managers, 3) providing financial planning assistance to private bankers, 4) providing investment management guidance relating to various other investment processes, and when necessary, 5) assisting efforts to close Retirement Plans and other kinds of new business.
Additional Comments: This is the senior position in the investment group and, as such, incumbent should have extensive experience in the investment business including knowledge that extends beyond portfolio management to economics and the many facets of the domestic and international capital markets. This person must possess well-developed communication and analytical skills that bring prospective, insight and consistency to the investment decision-making process. Use of these skills for client service and work with new business prospects must be equally well developed.
Benefits: Company offers extensive array of benefits usually found in most "A" company plans.
Overnight Travel: Local Area Only
Relocation Assistance: Yes
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
