Senior Manager, Portfolio Investment Strategist

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to evaluate client needs and formulate investment planning strategies.

• Provide investment recommendations to advisors and affluent clients.

• Create investment strategy materials and engage in advisor and client meetings.

• Lead and assist with projects aimed at the high-net-worth segment and business initiatives.

• Work alongside business analysts to confirm that investment planning data is accurately represented in the firm's planning systems.

• Develop comprehensive wealth management solutions in conjunction with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals.

• Aid in marketing and business development activities to enhance awareness of high-net-worth planning and grow the planning pipeline.

• Oversee casework, manage workflow, and facilitate the efficient advancement of opportunities through the pipeline.

⛳️ Requirements

• Bachelor’s degree.

• 7+ years of experience in financial services focusing on the high-net-worth market segment.

• Proven experience in evaluating client needs, identifying appropriate strategies, and providing actionable recommendations.

• Knowledge of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies.

• Familiarity with advanced investment strategies and wealth management solutions, encompassing capital markets, managed accounts, and alternative investment products.

• Active Series 7 registration.

• Active State Securities Agent registration (Series 63 or Series 66) or the ability to obtain it within 120 days.

• Active State Investment Adviser Representative registration (Series 65 or Series 66) or the ability to obtain it within 120 days.

• Proficient in Microsoft PowerPoint, Excel, Word, Thomson One, and Morningstar Direct.

• Capacity to manage and prioritize multiple client cases in a dynamic environment.

• Excellent written and verbal communication skills.

• Valid U.S. work authorization that does not require visa sponsorship now or in the future.

• A Master’s degree and/or professional certifications such as CFA, CFP, or CIMA are preferred.

🏝️ Benefits

• Variable pay in the form of bonus, commissions, and/or long-term incentives based on the role.

• Vacation time.

• Sick time.

• 401(k) plan.

• Health insurance.

• Dental insurance.

• Life insurance.

• Eligibility for remote work for locations more than 50 miles from the Minneapolis office.

• Reasonable accommodation support during recruitment and interviews.