Sr Portfolio Manager- Trust

About The Role

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.

The Impact You'll Make

• Serves high net worth and institutional clients within Baird Trust Company
• Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
• Develops investment plans and maintains Investment Policy Statements for each client relationship
• Works with Trust Administration to interpret trust agreements and build investment policies
• Participates in developing new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
• Keeps informed of market trends and analyzes their impact on client investment portfolios
• Maintains awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
• Prepares and delivers clear, effective, and professional presentations
• Collaborates with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
• Maintains ethical standards and confidentiality of client and firm information

What You'll Bring To Baird

• Four (4) year degree in Business, Economics, Accounting, or Finance
• MBA (preferred)
• 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
• Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
• Familiarity with fiduciary principles and prudent investment concepts
• General understanding of the tax code
• Licenses/Certifications: CFA / CFP preferred, SIE, Series 7 required – or ability to obtain, Series 63, 65, or 66 required – or ability to obtain

Compensation And Benefits

• $191,500 - $277,200 annual salary range
• Bonus potential up to 50% of base pay
• Compensation and bonus are commensurate with experience, performance and/or firm profitability

Check out our Total Rewards at Baird, which is a summary of our benefits and compensation