Portfolio Manager
24 hours ago
We are seeking an experienced Investment Specialist to join our team. This is a key role that will play a crucial part in our investment management strategy.
- The successful candidate will lead service delivery for our value proposition, driving upsell advice practices and achieving retention goals.
- You will recruit new advisers and practices to entrust their clients' assets to our managed portfolio solutions.
- Removing barriers preventing advisers from using our managed portfolio solutions will be a key focus area.
- You will onboard and serve advisers to write new business by solving investment challenges.
- Building understanding of adviser investment needs through discovery data is essential.
- You will present compelling investment solution proposals to gain adviser commitment.
- Influencing and educating advisers on incorporating our managed portfolio solutions is critical.
- You will represent the investment management team in external client speaking engagements.
- Your input on product development and go-to-market launches will be invaluable.
Key Skills and Qualifications:
- Strong investment management skills and knowledge.
- Excellent communication and interpersonal skills.
- Able to work collaboratively as part of a team.
- Proven track record of delivering results-driven solutions.
- Familiarity with investment management principles and best practices.
Benefits:
- Competitive salary and benefits package.
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