Fort Washington Investment Advisors, Inc. · 8 hours ago
Vice President & Sr. Portfolio Manager
Cincinnati, OH
Full-time
Onsite
Mid, Senior Level
5+ years expWestern & Southern is a Fortune 500 company dedicated to employee growth and community service. The Vice President & Senior Portfolio Manager will manage client investment portfolios, collaborate with Wealth Planners, and deliver personalized wealth management experiences while ensuring alignment with client goals and risk tolerance.
Financial Services
Hiring Manager
Kristen Wentzel
Responsibilities
Grow and manage a profitable book of business by partnering with Wealth Planners to attract new clients, deepen existing relationships, and expand assets under management
Design, implement, and actively manage customized investment strategies across multiple asset classes to meet client goals, risk tolerance, and long-term objectives
Deliver a high-touch client experience through clear communication, regular portfolio reviews, and collaboration with clients’ outside advisors
Monitor markets and portfolio performance by researching securities, adjusting allocations, and managing risk to preserve capital and enhance returns
Collaborate across internal investment and compliance teams to align portfolio strategy with firm investment guidance while ensuring regulatory and policy adherence
Qualification
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
Knowledge of securities markets and their behavior in various economic environments
Skilled in the areas of portfolio construction and risk management
Chartered Financial Analyst (CFA) or Certified Financial Planner-CFP Board, or FINRA Series 65, or FINRA Series 66 Upon Hire
Benefits
Medical, dental, vision, and life insurance.
401(k) savings plan with pension options.
Paid time off increasing with tenure.
Tuition reimbursement and individualized career development plans.
Parental leave and maternity leave with a 4-week transition back to work.
Access to on-site amenities like a fitness center, cafeteria and more.
Extensive employee discount program.
Company
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Maribeth Rahe
President & CEO
Amy L. Mickey
Executive Assistant to the President & CEO
Company data provided by crunchbase