Senior Portfolio Strategist - Institutional

First Citizens Bank•Charlotte, NC

About The Position

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact. This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (“CMG”) and clients in informing on investment policy development, asset allocation, performance analysis and reporting, and manager structure. Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less experienced associates in the work group.

Requirements

Familiarity with investment analysis and applications
Portfolio Management
Business Development
Regulatory Compliance and Risk Identification
Bachelor's Degree and 8 years' experience OR High School Diploma or GED/Equivalent and 12 years' experience in Selling Investment Services and Relationship Management with institutional clients

Nice To Haves

Series 65 license
Certified Financial Analyst ("CFA")

Responsibilities

Reviews client portfolios to identify potential risk, propose changes, and ensure compliance with all applicable policies or procedures.
Analyzes prospective client’s current investments in order to recommend appropriate portfolios for their needs.
Ensures necessary portfolio changes are implemented.
Facilitates the management, satisfaction, and retention of existing clients through a variety of support tasks.
Serves as the primary investment expert for client inquiries, review meetings, and investment updates.
Handles complex or escalated client issues.
Maintains a strong knowledge about all investment services provided by First Citizens.
Explains the Bank’s investment options and conducts informational training sessions on CMG initiatives and capabilities.
Gives presentations to groups of prospects on the economy, capital markets, and investing in order to elicit sales.
Partners with other associates on the development of new business opportunities.
Utilizes investment expertise to quality prospects and support sales to institutional clients.
Assists management with special projects or significant high net worth cases.
May provide oversight or guidance to less experienced strategists.