Description

Job description - Client Portfolio Manager 

As a Client Portfolio Manager, you will work closely with our Investment and Client Service teams focusing on managing advisor partner & client relationships, managing client portfolios, and generating new business via existing and new sales channels. This is not a remote position, and candidate is expected to work out of our Alpharetta, Georgia office.

Duties and Responsibilities:

 The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties, including:

•       Business development, specifically creating new, actionable advisor partner relationships
•       Develop investment/planning strategies to win business
•       Frequent travel; at least monthly
•       Relationship management with both advisor partners and direct clients
•       Facilitating client service requests 
•       Special projects as needed

Requirements

Our next Client Portfolio Manager is/has:

•       A collaborative team player with a great sense of humor 
•       A propensity to follow through and ensure that tasks have been completed in a timely manner
•       The ability to handle competing priorities with grace and composure
•       A proclivity to serve advisor partners and clients
•       Strong investment presentation skills
•       10+ years of investment management experience
•       A bachelor’s degree from an accredited college or university
•       A CFA or CFP designation (preferred)

In this position you are NOT someone who: 

•       Prefers work to flow to you smoothly
•       Does not enjoy traveling for work
•       Struggles working with different or conflicting personalities
•       Gets easily distracted