Sr. Investment Solutions Manager

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Investment Solutions Manager will support the Portfolio Management Team, Advisory Team, and the Personal Strategy Investment Committee to promote better financial outcomes for clients. This includes direct and indirect client communications, investment content creation and updates, portfolio analysis, and project work on potential new investment services.

What you will do:

• Work directly with retail investment clients and advisors (primarily joining phone and video calls) to act as an expert voice to communicate investment and portfolio topics and build stronger relationships
• Create and update written and other forms of content to express investing concepts or market commentary
• Answer written portfolio management related questions from clients
• Stay current on news and topics impacting markets
• Present at in-person client events
• Understand, enhance, and monitor portfolio reporting, attribution, and risk management for all core strategies
• Support efforts to improve the team’s data structure, management, and usage
• Support launch of new investment products or services through interaction with product, engineering, marketing, and other groups
• General support for Investment Committee as needed
• Ad hoc projects as needed

What you will bring:

• Bachelor’s degree
• Proven record of accomplishment and productivity
• 7+ years investment industry experience
• FINRA Series 65 required
• FINRA Fingerprint required
• Strong understanding of core portfolio management theories and processes
• Solid grasp of basic financial planning topics

What will set you apart:

• CFP® and/or CFA designation preferred but not required
• Exceptional communicator who is empathetic and enjoys client facing interaction
• Strong writing skills
• Passion for learning about and studying capital markets
• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$120,600.00 - $174,825.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on indivi