Brokerage Portfolio Management Officer
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 100000 - 115000
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for researching crafting and implementing investment solutions and strategies using both advisory and non-advisory programs and products for the clients of a Financial Advisor team. Provide leadership to the Financial Advisor team contributing to the short- and long-term strategic planning and overall investment knowledge of the team.Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
2. Develop and execute cohesive investment strategies for clients that employ asset allocation security selection and periodic rebalancing utilizing both advisory and commission-based solutions as needed to produce solutions customized to align with the specific goals and objectives of the client.
3. Work closely with Wealth product managers to have a clear understanding of all available investment options and programs.
4. Work in conjunction with financial planning tool analyses to assess proper asset allocation and security selection for both prospects and existing clients.
5. Monitor investment performance of individual clients and conducts quarterly/annual performance reviews with Financial Advisors.
6. Construct and present security recommendations for prospective clients.
7. As needed create models employed by the Financial Advisor team designed to use across the client base with the flexibility to be adapted to individual clients.
8. Monitor the ongoing performance of the models and their underlying investments (e.g. third-party managers mutual fund and ETFs).
9. Create documentation regarding security selection and investment recommendations.
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
2. Financial Industry Regulatory Authority (FINRA) Series 7 66 (or 63/65) and insurance licenses
3. Demonstrated knowledge of advisory products and asset allocation techniques
4. Strong writing and presentation skills
5. Ability to effectively present information to top management public groups and/or boards of directors
6. Demonstrated proficiency in basic computer applications such as Microsoft Office products
1. Willingness to pursue additional credentials such as the Certified Financial Analyst Designation (CFA)
2. Certified Investment Management Analyst (CIMA) or other relevant training
The annual base salary for this position is $100000.00 - $115000.00
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
Required Experience:
Unclear Seniority
Key Skills
- Databases
- Inventory Control
- Law Enforcement
- Warehouse Experience
- Computer Literacy
- Business requirements
- Sharepoint
- Training & Development
- Property Management
- Public Speaking
- Supervising Experience
- Stocking
About Company
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