Traveling Client Portfolio Lead

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.

• 50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.

• Engage with and support a large field sales organization and support on-demand inquiries.

• Participate in the preparation for and execution of client/sales related meetings.

Requirements

• Bachelor’s degree required; MBA preferred (CFA a plus)
• 5-10 years of work experience in asset management
• Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
• Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
• Experience presenting to and working with Financial Advisors
• Ability to communicate investment insights effectively with internal and external stakeholders
• Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
• Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.

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Hard Skills

• Investment Concepts
• Multi-Asset Model Portfolios
• ETFs
• Mutual Funds
• SMAs

Soft Skills

• Effective Communication
• Stakeholder Engagement

Certifications & Qualifications

• Bachelor's Degree
• MBA
• CFA