Senior Wealth Portfolio Manager

What the role is:

Provides comprehensive investment management services to Asset Management & Trust clients. Operates within team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution. 

Primary Responsibilities: 

• Maintain current knowledge of financial markets, Cadence investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects. 
• Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. 
• Communicate Cadence’s investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Cadence’s investment methodology in all assigned portfolios in a timely manner. 
• Attend relevant training and informational meetings maintaining market, process and platform. 
• Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans. 
• Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations for new business opportunities with prospects. 
• Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. 
• Participate in sales effort. Identify and develop additional opportunities with existing clients. 
• Provide necessary support and information to clients, advisors, and internal partners for all investment products. 

Education and Experience Required: 

• Bachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience  
• Comprehensive industry and investment knowledge 
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations 
• Proficient personal computer skills with solid knowledge of investment-related software and applications.  
• Demonstrated strong verbal and written communication skills Demonstrated strong presentation skills 
• Experience listening and accurately interpreting client needs 
• Experience developing relationships and interacting with internal and external partners 
• Proven experience working effectively within a team environment 

Education and Experience Preferred: 

• MBA (Master’s degree in Business Administration) 
• CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification. 
• Proven experience working with high-net-worth clients and complex client relationships