Portfolio Manager

Overview

PORTFOLIO MANAGER

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

• Relationship Management – Expand and deepen relationships with financial advisors and clients; act as a leadership resource for advisors and keep them informed of firm and industry developments; ensure smooth transition from sales to portfolio management; manage advisor and client communication as the central point of the relationship; prepare client presentations; communicate with advisors to ensure investment solutions meet needs and expectations;
  
  conduct individual meetings and presentations.
• Account and Portfolio Management – Manage an assigned group of investment portfolios; advise clients and advisors on strategies to achieve investment goals; structure portfolios and rebalance asset allocation within client risk tolerance; handle trade implementations, cash flow, reinvestment and liquidity; review assets to ensure alignment with client intent and strategies; attend client meetings.
• Business Development – Work with advisors to acquire new business and grow assets from existing clients.
• Investment Strategy/Trading and Research – Demonstrate expert knowledge of internal and external investment solutions; communicate strategic shifts to clients, advisors, and internal colleagues; analyze alternative investment and risk scenarios (relative value, overall return, asset class interactions, and market comparisons).
• Risk Management and Compliance – Follow Regulation 9 processes; accurately complete compliance reporting; maintain training and continuing education requirements for internal programs and external licenses and certifications.

• CFA - Chartered Financial Analyst
• Master's Degree
• A minimum of 10 years of investment management experience
• FINRA Series 7 and 66 licenses (or ability to obtain)

Compensation Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

• 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

Get a more detailed look at our Benefits and Perks.

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and client relationships continues today. City National is a subsidiary of Royal Bank of Canada. To learn more, visit our site.

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law shall be subject to criminal penalties and civil liability.