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Western & Southern Financial Group · 12 hours ago

Vice President & Senior Portfolio Manager

Cincinnati, OH

Full-time

Onsite

Mid, Senior Level

5+ years exp

Western & Southern Financial Group is a financial services company that provides wealth management services. They are seeking a Vice President & Senior Portfolio Manager to deliver high-touch wealth management services, manage various investment portfolios, and develop comprehensive investment strategies to meet client objectives.

Financial ServicesHealth InsuranceInsurance

Responsibilities

Build a profitable book of business. Partner with Wealth Planners to build and execute a strategy to source new clients and expand assets under management for existing clients

Utilize investment performance that exceeds benchmarks in addition to adding new clients and expanding existing relationships to exceed profitability thresholds for each PM's book of business

Deliver a best-in-class experience that fits within the PCG model resulting in high client retention. Partner with entire team while fulfilling individual responsibilities

Participate and support dialogue between PCG portfolio managers and FWIA asset allocation team to formulate an optimal investment paradigm for PCG clients

Develop, implement and monitor a comprehensive investment strategies comprised of proprietary investment vehicles, third party mutual funds, ETFs, private investment vehicles, and other alternative investments

Maintain a clear understanding of the markets and the factors that affect them, including technical aspects of the markets

Research new and monitor existing securities within the portfolios in order to maximize performance and preserve capital

Make sure that we are in compliance with all internal and external rules and codes by working closely with our Compliance Department

Maintain the highest degree of fiduciary responsibility. Tailor communication to the level of your client's understanding. Simplify the complex

Work with a client's other advisors such as attorneys and accountants to develop comprehensive plan

Performs other duties as assigned

Complies with all policies and standards

Qualification

Investment management experiencePortfolio constructionRisk managementSecurities marketsUnderstanding of economyChartered Financial Analyst (CFA)Certified Financial Planner (CFP)FINRA Series 65FINRA Series 66Analytical softwareProficient in word processingProficient in spreadsheet applicationsCRM knowledgeCommunication skillsTeam playerHigh degree of confidentiality

Required

Bachelor's Degree Business or other related field

Typically must have five-plus years track record of excellent investment management experience for individuals, business development, investment consulting or related field

Highest Level of ethical standards

Knowledge of securities markets and their behavior in various economic environments

Strong understanding of the economy and factors influencing its behavior

Skilled in the areas of portfolio construction and risk management

Strong oral and written communication skills

Understanding of internal systems and analytical software

High degree of confidentiality

Team player

Proficient in word processing and spreadsheet applications

Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet application

Chartered Financial Analyst (CFA) or Certified Financial Planner-CFP Board, or FINRA Series 65, or FINRA Series 66 Upon Hire