Centura Wealth Advisory · 2 days ago
Director of Portfolio Solutions
United States
Full-time
Remote
Director/Executive
$175K/yr - $200K/yr
7+ years exp
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Responsibilities
Lead organic and inorganic AUM growth initiatives.
Manage & own the team’s portfolio proposal process to include creation of portfolio proposals and supporting client deliverables. Present and recommend proposed solutions to clients.
Serve as player/coach to drive AUM Growth through the hiring, training, and development of Investment Advisors on Consulting teams.
Participate in the recruitment of external investment advisors to join Centura Wealth Advisory, and lead the new advisor onboarding and portfolio conversion process for future external advisor tuck-ins.
Analyze current & prospective client’s investment portfolios, identifying gaps or pain points, and providing investment solutions and recommendations.
Responsible for implementation of client proposals once approved and steward through the investment management process and life cycle.
Manage opportunities processed within company CRM and technology systems. Own the identification and opportunity creation of new investment offerings and appropriate/suitable clients for new opportunities. Prepare and present investment offerings to clients and prospects in conjunction with the Investment Department.
Develop investment collateral and investment-focused education materials intended for clients and internal stakeholders.
Participate in client meetings as the investment subject matter expert and how to best position client portfolios in alignment with their objectives and Centura’s Investment philosophy.
Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services; seeks to learn and find new strategies that can benefit the firm’s clients.
Provide leadership to all members of the Investment Department and other members of Centura.
Other duties as assigned
Qualification
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Required
Proven track record of hitting sales quotas and achieving growth to gather AUM
Strong knowledge regarding traditional and alternative investments.
Ability to create and present client deliverables.
Existing relationships with CPAs, Estate Attorneys, Tax Attorneys, and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients.
Able to design and enhance existing processes to support scaling and growth.
An undergraduate degree is required, preferably in finance, economics, or business administration.
7+ years of financial services sales experience as an advisor or in a business development function, required.
Excellent interpersonal relationship skills required.
Highly effective oral and written communication skills required.
Proficient in building sales/business plan and executing strategy to achieve planned results.
Proficient with the following software programs: Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required
Preferred
CFA, CAIA, CFP®, CIMA, or MBA preferred, or the willingness to obtain one of the aforementioned certifications
Orion - Highly Preferred
Salesforce – Preferred
Brokerage Trading and Account Interfaces (EX: Schwab Advisor Center, Fusion, etc.)
Market Databases and Analytics (EX: Hidden Levers, Right Capital, Ycharts, Pitchbook) etc.
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Alyssa Phillips
Vice President, Operations
Recent News
PR Newswire
2022-01-24
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