Portfolio Consultant
About the role
Job Summary
The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service.
This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.
Essential Job Functions
Concierge Level Service & Communication
- Communicate investment philosophy and available investment strategies clearly and effectively.
- Provide status updates on portfolio implementations proactively and timely.
- Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies.
- Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
- Lead presentations on various investment topics to Wealth Advisor teams.
Knowledge of Investment Management
- Support new Portfolio Consultants with developing core competencies within investment platform.
- Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
- Ability to effectively match Advisor implementation goals with available investment strategies.
- Expertise in complex investment vehicles, models, and platform, including public and private markets.
- Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Advisor teams.