Client Portfolio Manager
Client Portfolio Manager
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$ 80000 - 110000
1 Vacancy
Job Description
Wintrust Wealth Management serves the financial needs of private clients including high net worth individuals business owners and institutions. Since our founding in 1931 we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies Wintrust Investments LLC Wintrust Private Trust. Great Lakes Advisors LLC and The Chicago Deferred Exchange Company LLC we offer comprehensive wealth management solutions including investment trust and asset management services. Wintrust Wealth Management is a division of Wintrust a financial services company with more than $66 billion in assets.
Why join us
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200 community bank locations we offer opportunities to grow and develop in your career
Promote from within culture
Position Overview:
The Client Portfolio Manager will work closely with internal partners such as private bankers financial advisors and trust administrators to provide high quality solutions to clients and to construct manage monitor and maintain client portfolios. He/she will be responsible for managing investment portfolios that are properly aligned with the clients investment objectives.
What youll do:
Manage the investment component of private client and trust portfolios.
Input client information into eMoney software to create and deliver financial plans.
Work as Client Portfolio Manager for both Wintrust Private Client and The Wintrust Private Trust Company
Meet with internal partners and clients to review client objectives and deploy appropriate portfolio management strategies specific to client goals risk tolerances and time horizon.
Understand and articulate the firms Multi-Asset Strategies centralized investment approach asset allocation investment process and portfolio construction methodology.
Understand the firms order management system (OMS) in executing security transactions conducting portfolio rebalancing generating performance reporting materials and maintaining clients records documents etc. pertaining to the management of client portfolios.
Actively participate in and contribute to the firms research analysis Asset Allocation and Manager Review Committees.
Adhere closely to the firms investment policy guidelines asset allocation models and approved securities lists.
Understand and follow the firms Compliance guidelines in all aspects of conduct in the Client Portfolio Manager role.
Champion and advocate the firms portfolio solutions thought leadership client service standards and culture both internally and externally.
Willingness to learn our financial software.
Delivering a comprehensive plan/service to the client.
Qualifications:
Bachelors Degree from an accredited college or university required.
CFA/CFP designation a plus
1-5 years industry experience (investments experience highly desirable).
Demonstrated experience with High Net Worth and Family Office clients and appropriate investment strategies including alternative investments.
Strong personal and professional references.
Excellent written and verbal communication skills.
Client first attitude professional demeanor high level of personal integrity and an understanding of fiduciary responsibility.
Ability to multi-task and manage time effectively.
Self-motivated confident detail oriented and analytical.
Effective and impressive in client interfacing.
Demonstrated knowledge and understanding of various and current securities markets both domestic and global various investment approaches and themes and different types of investment products.
Team player mentality and attitude of accountability.
Possesses situational awareness.
Passionate about the markets.
Benefits:
Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance
Compensation:
The estimated salary range for this role is $80000 - $110000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.
From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.
Required Experience:
Manager
Employment Type
Full-Time
