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Senior Portfolio Manager- Trust - Full-time / Part-time
•19 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Ash grove, Missouri |
About this job
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our .
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our .
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Overview:
Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.
What You Will Do:
Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.
What You Will Do:
- 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.
What Experience You Need:
- Bachelors degree required- Business related degree strongly preferred.
- Masters degree preferred
- CFA 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.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades:
Check out our Canadian awards and accolades:
Check out our U.S. awards and accolades:
Check out our Canadian awards and accolades:
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary: $113810 - $193785
Category: Headquarters
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