Client Portfolio Manager - Greensboro, NC
OneDigital Investment Advisors•Greensboro, NC
•Remote
About The Position
Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Requirements
- Bachelor’s degree (or foreign equivalent) in Business, Economics, Accounting, Finance, or a related field.
- Five years of experience in the offered position or in a similar investment management role involving work with financial advisors and investment vehicles including ETFs, mutual funds, model portfolios, institutional accounts, and commingled funds.
- Must possess Series 63 license (or equivalent state securities licensure).
Responsibilities
- Serve as a subject matter expert on OneDigital's investment platform and operational requirements.
- Collaborate seamlessly with advisors and national teams to ensure efficient and effective platform utilization.
- Conduct in-depth portfolio and asset allocation discussions with advisors.
- Portfolio implementation responsibilities (rebalancing, trade execution oversight, and monitoring portfolio alignment).
- Leverage your knowledge to craft tailored investment plans aligned with client goals and risk tolerance.
- Develop and cultivate strong, long-term relationships with financial advisors, becoming an indispensable partner in their client service efforts.
- Partner with advisors, other Field Investment Professionals, and the national CPM team to develop customized portfolio proposals that meet specific client needs.
- Oversee the construction and ongoing management of these portfolios.
- Translate complex investment strategies into clear, concise, and actionable client-ready deliverables and insights for advisors.
- Lead the development and delivery of client presentations and performance reports, ensuring timely and impactful communication.
- Contribute to the development of marketing materials related to investment strategies and market trends, positioning OneDigital as a thought leader in wealth management.
- Actively support business development activities, contributing to the overall success and growth of our business.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
