First Citizens Bank · 1 week ago
Senior Portfolio Strategist - Personal
Greenville, SC
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFirst Citizens Bank is seeking a Senior Portfolio Strategist to partner with Wealth associates in managing high net worth clients. The role involves serving as the primary investment relationship manager, providing investment expertise, and supporting client retention and relationship expansion through excellent service and portfolio management.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Portfolio Strategy - 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 during the team-based sales process. Ensures necessary portfolio changes are implemented
Relationship Development - Facilitates the management, satisfaction, and retention of existing clients through a variety of support tasks. Serves as the primary contact for client inquiries, review meetings, and investment updates
Investment Expertise - Maintains a strong knowledge of our value proposition and investment philosophy. Serves as the client-facing expert on current market, economic and portfolio related topics. Explains the Bank's investment capabilities and conducts informational training sessions. Gives presentations to groups of clients & prospects on the economy, capital markets, and investing in order to retain and grow relationships
Business Support - Partners with other associates on the development of new business opportunities. Utilizes investment expertise to quality prospects and support sales to high net worth clients. May provide oversight or guidance to less experienced strategists
Qualification
Required
Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, critical thinking
High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, critical thinking
Familiarity with investment software like Envestnet
Ability to communicate effectively and build strong partnerships
Preferred
CFP or CFA designation
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-06
2025-12-22
Company data provided by crunchbase