Sr. Portfolio Advisor - San Francisco

Role Summary

We are seeking investment professionals to join our growing team. The position manages a full book of major fee revenue producing personal investment accounts for sophisticated, and complex ultra-high net worth (UHNW) relationships. The Sr. Portfolio Advisor manages a set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions.

Typically manages the largest and most complex relationships within their local market. This role requires mastery and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team. They also substantially contribute to the growth of the market by generating and supporting new business activities.

Effectively partners with sales and relationship management team to win new business, capture share of wallet, generate referrals, and develop relationships with key centers of influence.

• Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.
• Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.
• Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
• Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
• Maintain an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
• Consistently demonstrate mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
• Actively engage in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
• Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Provide continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
• Adhere to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.
• Serves on standing investment services committees and participates in special projects as appropriate.

• 10+ years of investment management experience, which may include research, in which consistent long term investment performance has met objectives.
• Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement.
• Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients.
• Technical expertise with a broad range of investment solutions.
• Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of…