Senior Portfolio Manager - Lancaster - RKL

    RKL
    RKL Lancaster

    4 days ago

    $150,000 - $300,000 (USD) per year
    Description

    Senior Portfolio Manager

    The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.

    Responsibilities

    • Consult with individual and institutional clients to develop investment objectives and constraints establish appropriate asset allocation implement strategy and review performance
    • Collaborate with wealth advisory team on trust estate financial planning matters to maintain strong client relationships and ensure client satisfaction
    • Develop target portfolios based on the client investment management agreement along with the client meeting notes ensuring target objectives are met thanks to appropriate asset allocation
    • Effectively present investment strategies to clients maintaining a holistic approach to planning providing current vs future state of assets investments
    • Implement investment process analytical framework that aligns with the firm's investment strategy work with Trader in executing trades/li>Set

  • Work in company

    Grants Portfolio Manager

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