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Portfolio Manager
3 weeks ago
trak group Cincinnati, United StatesPortfolio Manager · Unlock a rewarding career as a Portfolio Manager Manage high-net-worth clients, contribute to investment strategies, and enjoy a flexible work schedule in a growth-oriented environment. · Why you should work here:Be part of our company's portfolio management ...
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Portfolio Operations Manager
2 weeks ago
Flexton Inc. Cincinnati, United StatesExperience with budgets, op-ex, capital expenses · PowerBI experience important · Experience with contract facilitation, drafting labor agreements, change requests, reviewing invoices · Experience with ensuring processes and organizational alignment of portfolio management are ac ...
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Portfolio Management Associate
3 weeks ago
Constellation Wealth Advisors Cincinnati, United StatesWe are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This role's primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager ...
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Portfolio Manager II
3 weeks ago
First Financial Bancorp Cincinnati, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Commercial Portfolio Manager ("Portfolio Manager" ...
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Portfolio Management Associate
1 week ago
Constellation Wealth Advisors Cincinnati, United StatesWe are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This roles primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager ...
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Portfolio Management Associate
1 week ago
Constellation Wealth Advisors Cincinnati, United StatesWe are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This roles primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager ...
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Associate Portfolio Manager
1 week ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income ass ...
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Associate Portfolio Manager
1 week ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income asset ...
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Senior Portfolio Manager
3 weeks ago
Fifth Third Bank, N.A. Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Acts independently within established investment policy guidelines to develop, recomme ...
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Senior Portfolio Manager
3 weeks ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Acts independently within established investment policy guidelines to develop, recom ...
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Associate Portfolio Manager
1 week ago
Fifth Third Bank, N.A. Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income ass ...
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Portfolio Manager II
1 week ago
First Financial Bancorp Cincinnati, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply.The Commercial Portfolio Manager ("Portfolio Manager") i ...
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PWM Portfolio Manager
3 weeks ago
U.S. Bank Cincinnati, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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PWM Portfolio Manager
1 week ago
U.S. Bank Cincinnati, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Reseller Portfolio Manager
2 days ago
FIS Global Cincinnati, United States OTHERPosition Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · Bachelor of Business Administration Travel Percentage : · 15 - 25%Job Description · About FIS · Are you curious, motivated, and forward-thinking? At FIS you' ...
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Portfolio Manager Team Lead
3 weeks ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Directs a significant portion of the individual and/or trust account business activi ...
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Wealth Advisor, Portfolio Manager
2 weeks ago
Bartlett Wealth Management Cincinnati, United StatesBartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. · At Bartlett, we live by ou ...
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VP & Sr Portfolio Manager
2 days ago
Western & Southern Life Cincinnati, United StatesOverview: · Summary of Responsibilities: · Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy.Execute within the PCG investment paradigm that draws best thinking fr ...
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Portfolio Manager Team Lead
1 week ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Directs a significant portion of the individual and/or trust account business activiti ...
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Manager, Collections Portfolio Control
3 days ago
Synchrony Financial Cincinnati, United StatesJob Description: · Role Summary/Purpose: · You will lead and coach a team of Collection Representatives. As their leader, you'll partner with your team to develop skills that drive quality servicing and collecting as they engage with our customers. You will be directly responsibl ...
Wealth Advisor, Portfolio Manager - Cincinnati, United States - Bartlett Wealth Management
Description
Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees.Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.
At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what's right, always.
This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services.
The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.
Position Responsibilities:
Provide top quality client service.
Deliver legendary client service with a profound degree of integrity and ethical standards.
Collaborate with the Financial Planning team to offer extensive options and solutions for clients.
Discuss strategies with clients to ensure current strategies are relevant and continuing to meet their needs, goals, and objectives.
Communicate and proactively engage with clients regarding their portfolio status and progress.
Build strong new client relationships and establish relationships with current clients served by another Bartlett advisor in preparation for transition of primary advisors over time.
Engage next generation beneficiaries to create lasting relationships and help educate them on the stewardship of family wealth.Develop and maintain good relationships with client's other professional advisors (i.e., accountants, lawyers, etc.).
Management of client investments.
Discover and anticipate the needs, goals, and financial objectives of clients with active portfolio management.
Pursue and implement investment strategies that best meet client's needs, goals, and objectives.
Manage and monitor portfolios to insure adherence to strategies.
Participate in and support the investment strategy process of the firm.
Develop additional revenue producing business.
Leverage local centers of influence to develop and expand referral networks.
Collaborate with advisors and others in the firm, external sources, and centers of influence to identify and cultivate new business opportunities with revenue growth potential in the short and long run.
Establish a presence in the community and become a Bartlett Ambassador.Requirements
Position Qualifications:
The ideal associate will:
Have a strong work ethic and commitment to success and growth of the firm.
Be able to work successfully in an entrepreneurial environment.
Act with a high degree of integrity and ethics, both personally and professionally.
Be a self-starter with the ability to work independently and collaboratively as part of a team and with a wide array of people.
Have excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction.
Be a strategic thinker, creative problem solver and competent decision maker.Have a sense of urgency with a strong attention to detail.
Have excellent oral and written communication and presentation skills.
Be articulate, have a professional demeanor, and present a good image.
Have strong aptitude and proficiency in technology solutions, including but not limited to Microsoft Office applications, portfolio management software, etc., and the ability to adapt to new office technology.
Have an awareness and understanding of compliance issues within the investment industry.Position Requirements:
Bachelor's Degree in Finance or related field.
CFA strongly desired; will also consider the CFP, an advanced industry-related degree, and/or equivalent relevant work experience.
7 -10 years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients.
Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm's strategy on investments within the context of an overall wealth management plan.
Strong investment knowledge and considerable experience working with individual securities and funds.Benefits
We offer:
A Top Workplace winning culture built on teamwork, integrity, and diligence.
A engaging work environment.
An opportunity for professional growth and development.
A hybrid work schedule.
A competitive salary and eligibility for annual firm profitability/individual performance incentive.
A comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
A 401(k) plan with match and profit-sharing contribution.A generous paid time off policy.
Paid parental and medical leave.
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