Private Wealth Portfolio Strategist

Essential Duties and Responsibilities

• Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects
• Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)
• Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.
• Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client‑base
• Educate financial advisors on the benefits of fixed income
• Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.
• Build a relationship with all trading operations in supporting the creation and implementation of portfolios

• Wealth management/ brokerage industry.
• Advanced knowledge of the rate markets, spread products (especially Municipal and Corporate Bonds) and fixed income portfolio management
• Advanced concepts and regulations related to fixed income capital markets

• Excellent problem‑solving skills to identify the needs of clients through effective questioning and listening.
• Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner
• The use of Bloomberg and fixed income portfolio management tools
• Articulating complex technical issues to a non‑technical audience.
• Preparing and delivering clear, effective, and professional presentations.
• Strong communication and interpersonal skills to build relationships with financial advisors and their clients.

• Identify and position the fixed income products to include in client portfolios
• Provide a high level of customer service and commitment to a supportive and collaborative environment.
• Function on a retail trading desk, with distractions and interruptions, while still performing necessary duties.
• Work independently as well as collaboratively within a team environment

• Bachelor’s Degree or equivalent in a related discipline and seven (7) to ten (10) years of financial experience.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• FINRA Series 7
• Other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

Yes, 15 % of the time