Portfolio Manager

Responsibilities

• Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
• Qualify prospective clients and guide them through the onboarding process.
• Collaborate with marketing and operations to support lead generation campaigns.
• Track and report on business development metrics (e.g., close rate, pipeline growth).
• Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
• Stay informed on industry trends and competitor offerings to position the firm effectively.
• Serve as the primary advisor for new clients and any assigned clients, delivering comprehensive financial planning and investment advice.
• Conduct discovery meetings to understand client goals, values, and financial considerations.
• Develop and present customized financial models and investment strategies.
• Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
• Cook up with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
• Mentor associate advisors and contribute to their technical and professional development.

Qualifications

• 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
• CFA or CFP® designation.
• Must have worked with High Net worth Clients and a strong background in Business Development experience.