Investment Manager - Center

Req ID: R0066114The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:The Center Investment Manager II (IM) will partner with Wealth Advisors and Fiduciary Teammates to manage client relationships with AUM ranging from $1-5MM. The Center IM II will have an average client base of approximately 400-600 accounts with corresponding revenue responsibility of approximately $4-6MM. Client service is primarily via virtual/remote service delivery.ESSENTIAL DUTIES AND RESPONSIBILITIESPlan and execute day-to-day portfolio management responsibilities for assigned accounts within the guidelines of policy and guidance, incorporating model account management through the Centralized Trading Team where appropriate.

Deepen and strengthen existing client relationships through advising on investment solutions as well as broader financial guidance. Partners with Wealth Advisors and Fiduciary teammates to deliver comprehensive investment reviews via virtual and occasional in person meetings.

Deliver proactive client communication to provide advice to clients and fully understand goals, objectives, and changes in the client relationship. Utilize communication tools including electronic delivery, CRM, and Client Investment Reviews to share and manage investment updates both internally and externally.

Implement and provide ongoing monitoring of investment plans and strategies for assigned accounts. Monitoring will include rebalancing of accounts to bring asset allocation in line with investment objectives, implementation of changes in overall strategy and objective, reduction in concentrated or non-approved asset positions, management of cash positions, and tax management and loss harvesting. Create proposed investment recommendations for shared authority accounts on a regular and timely basis.

Monitor and mitigate (when necessary) compliance issues and guidelines for assigned accounts to include creating compliance system rules based on investment policy trade restrictions (do not buy, do not sell), any securities that are subject to Letters of Direction, or custom asset allocations.

Create new business proposals, maintain expert knowledge of investment solutions available and market/economic environment, and participate in special projects or teams.

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.Bachelor's degree in business or related field or equivalent education and related training

Intermediate/advanced technology skills, including MS Office products. Very strong organizational skills, detail oriented and ability to work on numerous tasks simultaneously. Solid verbal and written communication. Ability to work in collaborative environment.

Typically has 5 or more years of investment experience.

Portfolio management experience with trust and investment management accounts, as well as knowledge of fiduciary policy requirements. Demonstrates superior investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies.

Preferred Qualifications:MBA or graduate degree in related field

Chartered Financial Analyst (CFA) certification [or progress towards CFA]

Additional Professional Designations such as CFP(r), CTFA, CAIA

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