Senior Client Portfolio Manager
The Senior Client Portfolio Manager has responsibility for developing and managing all aspects of VIP client relationships. In addition to any existing client relationships that may be transitioned, the VIP Senior CPM would be expected to development new business with annual goals established cooperatively with the Management Team and may also be assigned as co-CPM for existing firm relationships for succession purposes. The typical CPM would be expected to successfully maintain 50 – 100 client relationships.
The Senior Client Portfolio Manager is meant to serve as the leading role on a wide range of client engagements. He/she will work within the Generational Wealth Management team at VIP, leveraging the support of other advisors, associates, portfolio managers, and financial planning specialists as needed.