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Fort Washington Investment Advisors, Inc. · 19 hours ago

Vice President & Senior Portfolio Manager

US-OH-CINCINNATI

Full-time

Onsite

Mid, Senior Level

5+ years exp

Fort Washington Investment Advisors, Inc. is seeking a Vice President & Senior Portfolio Manager to deliver high-touch wealth management services to clients. The role involves managing a variety of investment portfolios, developing strategic investment plans, and collaborating with Wealth Planners to enhance client acquisition strategies.

Financial Services

Responsibilities

Deliver high-touch wealth management services to new and existing clients

Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy

Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion

Deliver repeatable investment processes in a scalable manner

Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals

Develop and implement both a tactical and strategic investment plan to meet the client's long-term objectives

Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds

Monitor the individual portfolios regularly for proper asset allocation and diversification to ensure adherence to client's objectives and risk tolerance

Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines

Work with Private Client Group team members to build new relationships and assets under management

Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes

Meet with potential clients to present and sell our Wealth Management services

Meet with existing clients on a regular basis to review investment goals, current needs and performance

Work with a client's tax advisors or attorneys to properly effectuate the portfolio

Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate

Build a profitable book of business

Utilize investment performance that exceeds benchmarks in addition to adding new clients and expanding existing relationships to exceed profitability thresholds for each PM's book of business

Deliver a best-in-class experience that fits within the PCG model resulting in high client retention

Participate and support dialogue between PCG portfolio managers and FWIA asset allocation team to formulate an optimal investment paradigm for PCG clients

Develop, implement and monitor a comprehensive investment strategies comprised of proprietary investment vehicles, third party mutual funds, ETFs, private investment vehicles, and other alternative investments

Maintain a clear understanding of the markets and the factors that affect them, including technical aspects of the markets

Research new and monitor existing securities within the portfolios in order to maximize performance and preserve capital

Make sure that we are in compliance with all internal and external rules and codes by working closely with our Compliance Department

Maintain the highest degree of fiduciary responsibility

Tailor communication to the level of your client's understanding

Simplify the complex

Work with a client's other advisors such as attorneys and accountants to develop comprehensive plan

Performs other duties as assigned

Complies with all policies and standards

Qualification

Investment management experiencePortfolio constructionRisk managementSecurities marketsChartered Financial Analyst (CFA)Certified Financial Planner (CFP)FINRA Series 65FINRA Series 66Analytical softwareHigh ethical standardsWord processing skillsSpreadsheet applicationsCRM knowledgeCommunication skillsTeam playerConfidentiality

Required

Bachelor's Degree Business or other related field

Typically must have five-plus years track record of excellent investment management experience for individuals, business development, investment consulting or related field

Highest Level of ethical standards

Knowledge of securities markets and their behavior in various economic environments

Strong understanding of the economy and factors influencing its behavior

Skilled in the areas of portfolio construction and risk management

Strong oral and written communication skills

Understanding of internal systems and analytical software

High degree of confidentiality

Team player

Proficient in word processing and spreadsheet applications

Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet application

Chartered Financial Analyst (CFA) or Certified Financial Planner-CFP Board, or FINRA Series 65, or FINRA Series 66 Upon Hire