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Marlton

    Senior Portfolio Manager - Marlton, United States - The Judson Group

    The Judson Group
    The Judson Group Marlton, United States

    1 week ago

    Default job background
    Description

    Reference Number:
    MHH7530


    Location:
    Marlton, New Jersey

    Judson Group has been retained by a successful wealth management firm in the search for a

    Senior Portfolio

    Manager

    responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients.
    The ideal candidate has extensive experience working with high-net-worth individuals and families in a client support and planning capacity.

    Responsibilities:


    Responsible for all aspects of client support including establishing and modifying portfolio strategy, client investment risk/asset allocation, and tax evaluation.

    Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
    Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
    Review client reports and assists with all planning and implementation for the client.

    Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.

    Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.
    Serve in a Lead Advisor capacity.

    Requirements:
    5+ years' experience in wealth strategy and investment management.
    Bachelor's degree required; CFA/CFP highly preferred; Series 65/66.
    Significant experience with investment management and financial/estate planning.
    Established referral network and proven ability to develop new business.
    Desired traits include client service mentality, self-starter, and sense of urgency.
    Exceptional communication and presentation skills.

    Compensation:
    Attractive compensation package including base salary, bonus, and benefits

    Location:
    Marlton, New Jersey.

    Company has an option to WFH on an alternating, weekly basis.

    #J-18808-Ljbffr
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