Portfolio Manager

Bay Street Staffing • Tampa, FL

4d

About The Position

This position as portfolio manager is with a privately held global asset management firm where you will be provided a roster of high-net-worth clients with a specialized approach to private clients. The unique structure of this firm allows separation of sales and client service, so you don’t have to wear the "many hats" of a typical Financial Advisor. As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee-only fiduciary firm, so our compensation structure aligns with our clients’ best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm’s unique approach.

Requirements

• 3+ years of instilling trust and building client relationship within the finance industry
• Series 65 (we will help you obtain upon starting)
• Bachelor's degree or equivalent work experience
• A thoughtful consultative approach with an emphasis on client focus

Responsibilities

• Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
• Connect with clients on a quarterly basis to review their asset allocation
• Rely on our sales team to gradually build your roster of high-net- clients within the first year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level