Claire Myers Consulting · 6 days ago
Senior Portfolio Director
Mequon, WI
Full-time
Hybrid
Director/ExecutiveClaire Myers Consulting is a premier retirement management practice that focuses on comprehensive planning for clients. They are seeking a Senior Portfolio Director responsible for defining, analyzing, and executing the investment portfolio, overseeing the investment process, and engaging with clients through strategic communication.
ConsultingHuman ResourcesRecruiting
Responsibilities
Maintain and enhance the firm’s investment portfolio and performance through consistent execution of a curated set of investment products
Proactively evaluate alternative models, seek input from external resources, and maintain strong relationships with asset management companies
Conduct due diligence on potential investment opportunities and present recommendations to the Partners
Lead the firm's Investment Committee in developing and implementing the firm’s investment philosophy
Facilitate investment meetings to communicate current portfolio positioning and performance
Develop strategic client communications that highlight the firm's investment philosophy
Create weekly market commentaries explaining the impact of current market events on investment strategies
Ensure firmwide alignment in communicating the value proposition and market outlook of the investment portfolio
Produce client-ready investment collateral for Advisors to use in client retention and acquisition
Collaborate closely with Advisors and Relationship Managers to address client needs and engage with clients to discuss portfolio progress and offer recommendations, as necessary
Qualification
Required
Bachelor's degree
CFA designation required
Proven experience in investment management with successful portfolio management and strategy development
Trading experience with the ability to process personal securities transactions
Preferred
Series 7, 63/65 or 66 licenses preferred (could be obtained once hired)
Life, Accident & Health Insurance licensing (can be obtained once hired)
Benefits
Competitive salary
Benefits package
Work from home flexibility
Amazing team events and outings
Company
Claire Myers Consulting
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Claire M. Vitale
Founder
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