VP, Client Portfolio Management
About The Position
The VP, Client Portfolio Management (CPM) acts as a central point person to manage the interaction between the client-facing team and the investment team, for one or more Epoch or TDAM strategy. This role manages client-facing activity in regards to the given strategy, including requests for resources and information; Likewise, represents views of the Investment Team in business meetings; Includes utilization of CRM Software. Depth & Scope: Develops written investment content to address a broad array of questions including on investment philosophy and process, and portfolio positioning and performance Manages internal database of client FAQs Composes rationales for trades across all major strategies on an ongoing basis for client consumption Authors monthly and quarterly commentary for statutory and other client reporting purposes Manages messaging through presentation templates and marketing collateral Synthesizes, analyzes, and distills information from investment research meetings, internal analyst commentaries, sell-side company and industry reports and other reports Conducts competitive analysis and market research, including Evestment analytics, for positioning strategies in sales
Requirements
- 5+ years' experience in the financial services industry required
Nice To Haves
- MBA and/or CFA preferred and a minimum of 5 years' experience in the financial services industry
Responsibilities
- Develops written investment content to address a broad array of questions including on investment philosophy and process, and portfolio positioning and performance
- Manages internal database of client FAQs
- Composes rationales for trades across all major strategies on an ongoing basis for client consumption
- Authors monthly and quarterly commentary for statutory and other client reporting purposes
- Manages messaging through presentation templates and marketing collateral
- Synthesizes, analyzes, and distills information from investment research meetings, internal analyst commentaries, sell-side company and industry reports and other reports
- Conducts competitive analysis and market research, including Evestment analytics, for positioning strategies in sales
- Supports the Relationship Management team in servicing and growing client relationships
- Facilitates meetings of internal stakeholders to assess, strategize and assign accountability of tasks to complete requests
- Ensures product material is up to date and accurate; partners with marketing on notifications/guides
- Develops materials to attract, acquire and retain customers and to increase profitability and enable business growth
- Contributes to business objectives for Operational Excellence
- Supports the timely and accurate completion of business processes and procedures
- Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary
- Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
- Identifies, suggests and actively participates in process improvement opportunities
- Actively manages relationships within and across various business lines/ corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
- Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
- Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
- Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
- Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
- Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
- Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participates in personal performance management and development activities, including cross training within own team
- Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
- Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
- Contributes to a fair, positive and equitable environment that supports a diverse workforce
- Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
