- Develop and implement broad investment strategy: Develop client profiles and investment objectives while monitoring global macro events and assessing the implications on global financial markets.
- Assess and analyze portfolio returns & risk to rebalance as needed on an after-tax basis.
- Determine absolute and relative valuations of investment securities in client portfolios. Integrate both global macro and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base.
- Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients, and referral sources.
- Interface with the strategy teams and research groups to understand and implement the firm's recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients.
- Manage and oversee a highly customized dedicated book of business.
- Articulate current economic and market views, outlook, portfolio positioning and construction.
- Create presentation materials, providing clients with an understanding of the investment strategy and returns for their portfolios.
- Articulate the firm's overall capabilities, philosophy, and approach generally, including asset allocation, equity, fixed income, alternative assets, and related manager selection processes.
- Work with our business development team to cultivate new business for the firm. Foster client additions by adding value and building strong relationships.
- Bachelor's degree
- Advanced degree and certifications strongly preferred (i.e. CFA, CFP and/or MBA)
- 10 + years' portfolio management experience required
- Experience serving as a Senior Portfolio Manager and Relationship Manager working with a team to provide excellent service to clients to include high-net-worth individuals, families, foundations, and endowments
- Knowledge of the investment industry along with ability to analyze, interpret and present statistics in written and oral presentations
- Superior communication skills
- Excellent analytical skills and strong attention to detail
- Ability to represent the Company at professional and business functions
- Willingness to travel to various client and business locations
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
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Description
Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.
Position Summary:
Fiduciary Trust's Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Senior Portfolio Manager, Investment Management to join our office of 60 investment and trust professionals.
The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy, as well as selection of equity, fixed income, or funds for a highly customized book of business. Client portfolios may range from balanced portfolios, multi-asset class to single asset class portfolios. The PM will profile clients to determine their goals and investment objectives and will have responsibility to implement and execute our firm's investment policy and broad investment strategies, including asset allocation and recommended securities and various investment vehicles. This requires the monitoring of global macro events and assessing the implications on global financial markets to make investment decisions for clients.
The PM will evaluate research information to make buy and sell decisions on individual stocks for client portfolios with an after-tax approach. The position requires a strong understanding of fixed income securities as well as other financial securities in order to evaluate relative value and build investment portfolios to meet client objectives within risk parameters in an after-tax framework. In working with high-net-worth (HNW) & ultra high-net-worth clients, a solid understanding of tax, trust, and estate planning knowledge is important. The PM will work with a team to provide additional services for clients, including financial planning, tax, trust, and estate services to build and maintain client relationships for a diverse client base, including domestic and international individuals, families, and foundations. The role requires working with our business development team to strategize approach in acquiring new business. Fiduciary Trust is a highly collaborative firm that brings together all levels of expertise to support our client relationships. Our culture is built on our commitment to delivering dynamic, proactive, and excellent client service and outcomes at all levels of the relationship.
Responsibilities:
Investment Management -
Compensation: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $175,000 - $250,000.
#LI-US
#Hybrid
#Director
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
