Reporting to the Director of Portfolio Strategy, the Portfolio Strategist position requires a blend of investment expertise, outstanding relationship skills and new business development ability.
The Portfolio Strategist leads client teams composed of wealth strategists, a client associate and sometimes an additional portfolio strategist. The Portfolio Strategist has ultimate accountability for the client relationship and is the primary Bainco-client interface. The Portfolio Strategist collaboratively works to establish each client’s Investment Policy Statement driving toward the target asset allocation. The role requires familiarity with equity and fixed income markets as well as familiarity with sophisticated wealth strategies to be able to recognize planning opportunities that can be vetted by our wealth strategies department and clients’ outside advisers.
> Investment Oversight
> Relationship Management
> New Business Development
> Team Management
> Significant experience in similar role in wealth management industry
> Registered Investment Adviser Representative (Series 65 or substitute certification)
> Minimum College Degree; CFA, CFP and/or MBA desirable
INTERESTED IN LEARNING MORE?
Please send resumes and inquiries to firstname.lastname@example.org or call 617.536.0333 to speak with the hiring manager.