Portfolio Manager-Advisory Solutions (HNW)
Portfolio Manager-Advisory Solutions (HNW)
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Job Description
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families family offices endowments foundations and institutions. Unlike other firms our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is always in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.
Fiduciary Trust International is owned by Franklin Templeton a dynamic firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.
Portfolio Manager Advisory Solutions
Fiduciary Trust International is hiring a Portfolio Manager to join our Lincoln MA office as part of our Advisory Solutions Group (ASG). ASG provides investment advisory and management services to a limited group of ultra-high-net-worth individuals family offices and non-profits. Working in partnership with our clients ASG serves as their outsourced family office extension of an existing family office or as an outsourced CIO. ASG provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors. Many of our clients are themselves professional investors. We invite the most complex and challenging situations.
The Portfolio Manager role presents a compelling growth opportunity for a motivated individual seeking significant responsibility in the client portfolio management process. The candidate will be a key member of the team that constructs manages and monitors complex client investment portfolios incorporating clients unique needs with the firms views on the markets and investment opportunities. The Portfolio Manager will interface with clients and prospective clients on a regular basis and will become the primary point of contact for a select number of ASG clients.
What are the ongoing responsibilities of a Portfolio Manager
Investment Management
Ownership of all aspects of managing multi-asset class multi-manager client portfolios with a particular focus on asset allocation portfolio construction and implementation and ongoing management and monitoring
Develop and implement client specific investment strategies to align with client profiles and investment objectives. Document client specifications and guidelines appropriately within client IPS documents reviewed annually and updated as needed in conjunction with client.
Ongoing monitoring of client portfolios and positioning to determine alignment with targets as well as any potential investment shifts based on changing client factors market opportunities and/or new manager opportunities.
Assess and analyze portfolio returns and risk to rebalance as needed on an after-tax basis. Utilize proprietary quantitative analysis tools and models to monitor risk and positioning.
Work in close collaboration with fellow Portfolio Managers Investment Associates investment research colleagues performance reporting team and other members of the firm.
Active participation in the ASG Investment Committee meetings and daily market research meetings. Share relevant client situations with peers to enhance solutions and outcomes.
Client Servicing
Manage and oversee a highly customized dedicated book of business.
Maintain high level of communication with clients beyond and in between quarterly meetings. Share market developments new opportunities articulate current economic and market views outlook portfolio positioning and construction.
Highly responsive to client inquiries needs and requests. Complete special projects for clients with assistance from greater team.
Supervise preparation of quarterly client performance reports and supplementary materials as well as overall preparation for client meetings.
Lead the execution of client meetings. Provide clients with an understanding of the investment strategy and return attribution for their portfolios. Develop an understanding of client specific preferences related to reports and analyses.
Articulate the firms overall capabilities philosophy and approach including asset allocation alternative assets and related manager selection processes.
Work with business development teams to cultivate new business for the firm. Foster client additions by providing added value and building strong relationships.
What ideal qualifications skills and experience would help someone to be successful
Bachelors degree
Advanced degree and certifications preferred (i.e. CFA CFP and/or MBA)
Series 7 license preferred but not required
10 years portfolio management experience required
Experience serving as a Portfolio Manager and Relationship Manager working with a team to provide excellent service to clients to include ultra-high-net-worth individuals family offices foundations and endowments
Deep knowledge of the investment industry along with ability to analyze interpret and present statistics in written and oral presentations
Ability to understand and articulate more complex investment strategies and structure including hedge funds private equity and private real estate
Superior communication skills both written and verbal
Excellent analytical skills and strong attention to detail
Ability to represent the Company at professional and business functions
Willingness to travel to various client and business locations
Ability to thrive in a fast-paced environment
Willingness to assist in many areas of dynamic growing business
Learn More: Click below links to learn more about Fiduciary Trust International
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $180K - $240K depending on level of relevant experience plus discretionary bonus.
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#Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.
If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
Manager
Employment Type
Full-Time
