Private Wealth, Investment Manager

Citizens•Village of Tarrytown, NY

1d•$188,000 - $246,000•Onsite

About The Position

As a Private Wealth, Investment Manager, you will be responsible for helping Citizens team win new assets under management by assisting the team in bringing in new high net worth and institutional clients and identifying new opportunities with existing clients, through advising on investment solutions. The Private Wealth Investment Manager is the senior, client facing investment expert in the local market.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of wealth management, investment advisory, or financial services experience working with investment products and high-net-worth clients
Series 7 and Series 63/65 or 66 licenses required and in good standing
Knowledge of alternative investments and portfolio applications.
Strong analytical, quantitative, and investment research capabilities
Experience evaluating portfolio performance, developing investment recommendations, and supporting financial planning strategies
Exceptional relationship management and client service skills, with the ability to build trust and credibility with ultra-high-net-worth individuals and families
Strong communication and presentation skills, including the ability to explain complex investment concepts in a clear and client-friendly manner
High attention to detail, sound judgment, and a commitment to delivering a personalized, white-glove client experience
Proven ability to manage multiple priorities while maintaining responsiveness, professionalism, and discretion with sensitive client matters

Nice To Haves

Professional designation preferred (CFA, CFP, CRPC, or similar)
RIA experience preferred.

Responsibilities

Responsible for the completion of the investment policy statement and determining the appropriate investment solutions based upon client’s profile and constraints, including manager selection and type of vehicle.
Responsible for ongoing client communication, including active market updates and portfolio performance assessments.
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
Develop and recommend strategies to achieve the investment goals of client.