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Investment Manager

Employer
Citizens Bank
Location
San Francisco, CA & West Palm Beach, FL
Salary
TBD
Closing date
Nov 22, 2023

View more

Job Role
Manager
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Preferred

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Investment Manager is responsible to meet with the firm's prospects and clients to articulate Clarfeld I Citizens Private Wealth’s investment views and outlook, portfolio positioning, strategic asset allocation decisions, tactical investment trades, macroeconomic viewpoints and industry updates. 


Responsibilities:

  • Possess a high proficiency and understanding of the firm’s current investment solutions, process, strategy, and corresponding investment portfolio characteristics
  • Play a critical role in assisting Private Wealth Advisors in generating new investment business opportunities for the firm, management of sales cycle and pipeline opportunities
  • Deliver appropriate solutions and lead presentations in a client-facing capacity
  • Accountable to quarterly and annual investment AUM growth objectives  Provide investment support to assigned clients, including, but not limited to asset allocation, portfolio trading, market insights
  • Lead client meetings and conversations on investment performance and compliance to current investment objectives and policy statement provisions
  • Work with client facing members of the sales team within respective regional footprint to position the firm’s value proposition with a focus on investment management and portfolio advisory
  • Prepare and lead prospect meetings and communicate scope of firm’s investment platform
  • Interface with internal bank referral sources (business banking, commercial bank, mortgage and lending, capital markets, branch retail colleagues)
  • Ensure client portfolios are being managed per existing IPS agreements and are aligned with broader firm portfolio recommendations and asset allocation viewpoints
  • Operate as an investment subject matter expert and communicate the firm’s investment value proposition, mentor, and educate internal colleagues where appropriate
  • Communicate evolving investment market insights; including but not limited to; economic and policy updates, key market events, ongoing market research, industry updates, asset class developments, and tie back to existing portfolio investments

Qualifications:

Minimum Required: 

  • 10-15 Years of related investment experience
  • Experience in client facing roles
  • Experience at top tier investment firm preferred

Preferred:

  • Seasoned investment professional focused on delivering exceptional client service
  • Desire to drive exceptional outcomes with results orientation and attention to detail
  • Record of success as a self-starter capable of taking a leadership role
  • Team-orientation with strong ability to multi-task and manage time appropriately
  • High emotional intelligence and appreciation for diversity of thought
  • Excellent verbal and written communication skills

Education/Certification:

  • Bachelors Degree Required
  • CFA Charter holder; CFP Designation and/or desire to pursue credential preferred

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