Vice President & Senior Portfolio Manager

What you will do:

• Build a profitable book of business. Partner with Wealth Planners to build and execute a strategy to source new clients and expand assets under management for existing clients.
• Utilize investment performance that exceeds benchmarks in addition to adding new clients and expanding existing relationships to exceed profitability thresholds for each PM's book of business.
• Deliver a best-in-class experience that fits within the PCG model resulting in high client retention. Partner with entire team while fulfilling individual responsibilities.
• Participate and support dialogue between PCG portfolio managers and FWIA asset allocation team to formulate an optimal investment paradigm for PCG clients.
• Develop, implement and monitor a comprehensive investment strategies comprised of proprietary investment vehicles, third party mutual funds, ETFs, private investment vehicles, and other alternative investments.
• Maintain a clear understanding of the markets and the factors that affect them, including technical aspects of the markets.
• Research new and monitor existing securities within the portfolios in order to maximize performance and preserve capital.
• Make sure that we are in compliance with all internal and external rules and codes by working closely with our Compliance Department.
• Maintain the highest degree of fiduciary responsibility. Tailor communication to the level of your client's understanding. Simplify the complex.
• Work with a client's other advisors such as attorneys and accountants to develop comprehensive plan.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree Business or other related field. - Required
• Master's Degree MBA - Preferred
• Typically must have five-plus years track record of excellent investment management experience for individuals, business development, investment consulting or related field. - Required
• Highest Level of ethical standards. - Required
• Knowledge of securities markets and their behavior in various economic environments. - Required
• Strong understanding of the economy and factors influencing its behavior. - Required
• Skilled in the areas of portfolio construction and risk management. - Required
• Strong oral and written communication skills. - Required
• Understanding of internal systems and analytical software. - Required
• High degree of confidentiality. - Required
• Team player. - Required
• Proficient in word processing and spreadsheet applications. - Required
• Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet application. - Required
• Chartered Financial Analyst (CFA) or Certified Financial Planner-CFP Board, or FINRA Series 65, or FINRA Series 66 Upon Hire - Required

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Associate must be able to travel via airplane
• Associate must be able to travel via car
• Routine and/or extended after hours work needed

Travel Requirements:

• 10% travel Local for client appointments, some out of state travel for client appointments and conferences.