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Clearstead · 14 hours ago

Director, Portfolio Implementation

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 Implementation for their Private Client Group. The role is responsible for investment portfolio implementation, proactive oversight, and communication with client advisors and portfolio managers to ensure alignment with the firm's investment philosophy.

AdviceFinancial ServicesWealth Management

Responsibilities

Coordinate with Head of Investment Solutions to develop, lead, and refine firm private client portfolio implementation strategy, initiatives, procedures and best practices

Communicate portfolio updates and rebalance initiatives to client advisors, portfolio managers and clients, as needed

Manage, review and assist in maintaining client databases and investment policy information to uphold data integrity

Advanced understanding of Clearstead reporting and trading software systems to analyze and manage client portfolios

Coordinate with Central Trading to develop, communicate and refine procedures to maximize reporting and trading software systems for PCS use

Assist in PCS investment implementation integration across the enterprise, in support of One Clearstead

Manage Cleveland PCS portfolio management quarterly billing process

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

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

Organize and track client assignments to efficiently manage work-load

Assist with audit of client investment reports for accuracy and crafts impactful deliverables

Evaluate prospect investment data and collaborate with team members in a positive and passionate manner to win new business

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

Regularly communicate with Research Department on investment strategy

Participate in Investment Research and Asset Allocation Committee meetings

Complete other duties as assigned

Qualification

Investment portfolio implementationClient database managementClearstead reporting softwareInvestmentFinancial market experienceAnalytical skillsComputer proficiencyClient service skillsInterpersonal skillsTeam playerTime management

Required

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

7+ years of investment and financial market experience within a professional services firm; experience within a financial services or wealth advisory firm a plus

Strong interest in investments

General familiarity with market history and trends

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. Power Point, 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