SENIOR PORTFOLIO MANAGER

Hawthorn Bank•Jefferson City, MO

17h

About The Position

This position is responsible for guiding individuals, families, and businesses toward achieving their financial goals through effective planning and will work directly with wealth management professionals. This position serves as a trusted advisor, delivering personalized solutions, and driving business growth through client acquisition and retention. This position requires a self-starter with a passion for financial planning and relationship management.

Requirements

Possess a four-year college degree from an accredited university or institution with a major area of study in finance, business, or comparable discipline.
Possess a minimum of two to seven years of professional work experience in wealth or investment management.
Ability to read, analyze, and interpret the most complex documents.
Ability to respond effectively to the most sensitive inquiries or complaints.
Ability to make effective and persuasive speeches and presentations to top management and/or public groups.
Ability to work independently and as part of a team.
Excellent written and verbal communication skills.
Ability to comprehend and apply principles of advanced statistical theory.
Proficiency in investment management and analysis.
Attention to detail, time management and organization skills required.
Ability to multi-task and manage priorities effectively.
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.
Ability to deal with nonverbal symbolism (formulas, graphs, etc.) in its most difficult phases.
Ability to deal with a variety of abstract and concrete variables.
Strong analytical and problem-solving skills, ethical standards, and commitment to fiduciary responsibility.
Must have the ability to operate PC and printer, copy and fax machines and telephone.
Must have good working knowledge of word processing and spreadsheet software programs.
Ability to learn new software systems quickly.
Advanced PC knowledge.
Ability to operate in a highly dynamic and entrepreneurial environment and adapt to changes with flexibility.
Valid driver’s license.

Nice To Haves

Master’s degree in finance, economics or related field preferred.
CFA Charterholder or actively pursuing designation.
Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.
Maintain in-depth knowledge of financial products and regulations.
Membership in professional financial planning organizations.
Experience with market data systems such as FactSet or Bloomberg and manager selection tools such as Morningstar Direct.

Responsibilities

Build custom investment portfolios to meet client needs
Manager investment portfolios in accordance with investment objectives
Communicate portfolio positioning and performance to clients.
Place trades in accordance with policy.
Conduct detailed financial assessments for clients
Advise clients on investment strategies which meet their financial plan
Adjust investment strategies based on clients' changing needs.
Educate clients on financial market dynamics.
Collaborate with other financial professionals to deliver the best of Hawthorn Bank.
Ensure compliance with financial regulations.
Maintain knowledge of financial markets, strategies and regulations.
Proactively build and manage client relationships through personalized engagement and exceptional service
Identify and develop relationships with new potential clients.
Comply with all banking regulations, policies and procedures.