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Clearstead · 1 month ago

Director, Portfolio Management

Cleveland,OH,US

Full-time

Onsite

Mid, Senior Level

7+ years exp

Clearstead is a wealth management firm located in downtown Cleveland, Ohio, seeking a Director of Portfolio Management. This role involves overseeing investment portfolio construction, implementing strategies, and providing superior client service while collaborating with team members to win new business.

AdviceFinancial ServicesWealth Management

Responsibilities

Create complex investment analysis or modeling to support sophisticated investment clients

Evaluate prospect investment data, leads and delivers the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business

Facilitate live investment portfolio reviews with current clients and prospects

Communicate portfolio updates and rebalance initiatives to assigned clients as needed

Follow the Clearstead approach of creating client meeting agendas/recaps

Advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members

Active in business development efforts within the community

Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits

Advanced understanding of and utilize Tamarac Advisor View/Rebalancer, Addepar and other software systems to analyze and manage client portfolios

Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)

Collaborate and mentor Portfolio Associates to manage client investment portfolios

Opportunity for team management responsibilities

Participate in Investment Research and Asset Allocation Committee meetings

Regularly communicate with Research Department on investment strategy

Manage client databases and investment policy information to uphold data integrity

Organize and track client assignments to efficiently manage work-load

Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences

Complete other duties as assigned

Qualification

Investment portfolio managementAdvanced financial analysisCFACFP designationTamarac Advisor ViewClient service skillsTeam collaborationCommunication skillsAttention to detail

Required

Bachelor's degree in Business Administration, Finance, Economics or related field

7+ years of investment and financial market experience within a financial services institution

Passion for investments

Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical

Demonstrated analytical skills

Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)

Demonstrated client service skills

Excellent interpersonal and communication skills, written and verbal

Strong team player with the ability to interact with staff at all levels of the organization

Commitment to company values