Director Portfolio Mgr Senior

* DIRECTOR PORTFOLIO MGR SENIOR
* WHAT IS THE OPPORTUNITY?

Manage RBC Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.

WHAT WILL YOU DO?

* Relationship Management

* Expand and deepen relationships with financial advisors and clients.

* Act in a leadership role and as technical resource for advisors.

* Ensure that advisors are kept abreast of firm and industry developments.

* Ensure that the transition from the sales process to portfolio management is smooth and accurate.

* Handle advisor and client communication. Serve as the central point of the relationship.

* Prepare client presentations.

* Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications.

* Facilitate and conduct individual meetings and presentations.

* Operate and represent Rochdale with the highest level of integrity and work ethic.

* Account and Portfolio Management

* Manage an assigned group of investment portfolios.

* Work closely with clients and advisors, advising them on strategies to achieve investment goals.

* Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance.

* Trade implementation and strategic rebalancing for new and existing client accounts.

* Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client.

* Manage cash flow, reinvestment and liquidity requirements.

* Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed.

* Attend client meetings.

* Business Development

* Partner with Senior Investment Consults, Private Bankers and Business Managers by getting in front of prospective advisors and clients and closing the sale.

* Investment Strategy/Trading and Research

* Demonstrate expert knowledge of both internal and external investment solutions.

* Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues.

* Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)

* Management

* The lead member of a team, who as Senior PM are responsible for a client/advisor assets over $1.0B and leads a team portfolio associates and/or analysts teammates.

* Demonstrate Senior Leadership skills to develop portfolio managers and junior teammates.

* Consistent commitment to supporting the learning and development of all team colleagues in conjunction with the learning and development group.

Lead each team member to perform at a high level; monitors, reviews and establish performance attributes for each team colleague annually.

* Consistently demonstrates and Outward Mindset, focused on the needs of the client and the firm as a priority over self or the team. As demonstrated by the priorities and actions being consistent with the mission, values, purposes of CNB and Rochdale.

* Top Grade Performer as viewed by his/her clients, advisor/banker/business manager partners, peers and firm leadership. The Team Consistently achieves highly satisfying levels of services as determined by advisors/bankers/business partners and clients.

* Risk Management and Compliance

* Follow appropriate Regulation 9 process.

* Accurately complete various compliance related reporting in a timely manner.

* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.

WHAT DO YOU NEED TO SUCCEED?

* Required Qualifications*
* * Master's Degree

* A minimum of 15 years of investment management experience

* CFA - Charter Financial Analyst

* FINRA Series 7 and 66 securities

* Additional Qualifications
* * CAIA Preferred

* WHAT'S IN IT FOR YOU?
* * Compensation*Starting base salary: $157,943 - $293,299 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

* Benefits and Perks
* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

* Generous 401(k) company matching contribution

* Career Development through Tuition Reimbursement and other internal upskilling and training resources

* Valued Time Away benefits including vacation, sick and volunteer time

* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

* Career Mobility support from a dedicated recruitment team

* Colleague Resource Groups to support networking and community engagement

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