Investment Manager - Overland Park, United States - Creative Planning

Description

JOB SUMMARY
Creative Planning's

Investment Manager

works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager's primary function is to supervise accounts for their wealth management team.

They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax harvesting reviews, opportunistic rebalancing and cash investment needs.

A successful Investment Manager will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below.

JOB DUTIES
Responsible for all trades, distribution requests, and management to the strategy intended
Setup new client accounts in portfolio management software and implement strategy
Manage the accounts by reviewing each week for tax harvesting, opportunistic rebalancing, cash investment needs, cash generation, and distribution needs
Perform manual reviews for trading opportunities & document portfolio comments in the CRM
Create Annual Review Packets for Wealth Manager Annual Reviews
Create Detailed Recommendation Packets as requested
Create Allocation Review Packets as needed for new account implementation
Perform daily reviews for available cash to invest from daily deposit reports
Perform daily reviews for risk issues as assigned
Perform daily reviews for any NSF issues
Manage integration with the ByAll Account platform and monitor investment options
Implement changes to iRebal cash need reviews
Implement changes to iRebal strategy implementation reviews
Review iRebal positions marked DO NOT SELL and confirm accuracy before placing trades
Communicate with both clients and advisors to explain trades and answer questions regarding investment philosophy and its implementation
Prepare and send one-time Orion reports requested by clients, advisors and planners
Develop one-time recommendations for outside accounts

REQUIRED EXPERIENCE / QUALIFICATIONS
Bachelor's degree
Three years finance, trading or other relative financial services experience necessary
Series 65 (or equivalent substitute) attained within 120 days of hire
Mutual fund, equity or bond trading experience


TECHNICAL SKILLS
MS Office
iRebal experience preferred
Orion experience preferred

POTENTIAL ADVANCEMENT OPPORTUNITIES & REQUIREMENTS
Must be successful in Investment Manager role for 2 years to be considered for:
Senior Investment Manager - Investments & Trading team
Option trading specialist, Non-Discretionary accounts trading specialist, Alternative Asset trading specialist, Fixed Income trading specialist or International trading specialist - Investments & Trading team
Financial Planning Associate - Financial Planning team
Emerging Wealth Advisor Associate - Emerging Wealth team

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