Be an early applicantLess than 25 applicants

Company

Edward Jones · 1 day ago

Senior Portfolio Manager- Trust

United States

Full-time

Remote

Senior Level, Lead/Staff

$114K/yr - $194K/yr

10+ years exp

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Responsibilities

Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.

Partnering with financial advisors to fully understand clients' needs and enhance the overall client experience.

Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.

Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.

Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.

Supporting FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.

Collaborating closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.

Leading presentations at client events, regional meetings, seminars and web conferences.

Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.

Qualification

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CFA CharterPortfolio managementInvestment strategiesFinancial services experienceEstate planning principlesModern Portfolio TheoryPrudent Investor RuleUniform Trust CodeInvestment research evaluationMasters degreeCFP certificationCAIA certificationMentoring experience

Required

Bachelors degree required. Business related degree strongly preferred.

CFA Charter required

Ten+ years financial services experience.

Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.

Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.

Familiarity with multiple accounting, performance, data, and trading systems

Proficiency in evaluating and distilling investment research from Edward Jones and other providers.

Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.

Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients.

Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.

Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.

Preferred

Masters degree preferred

Additional designations such as CFP or CAIA

Prior portfolio management experience at trust company

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.