Portfolio Manager

Overview

Description
:
The Portfolio Manager I is responsible for assisting in the management of client portfolios. This role is expected to enhance the relationship between clients, Trust Officers and Portfolio Management, to meet with clients in order to help build strong, comprehensive relationships, ensure proper asset allocation, and confirm that appropriate investments are being used in client portfolios. This person will play an integral role in the day-to-day management of client accounts.

The Portfolio Manager I will be expected to assist with financial planning and/or investment research to support marketing/sales activities. Depending on the skill set, day-to-day activities may be more focused on the client relationship, financial planning, asset gathering and marketing/sales, or more focused on investment research and portfolio management activities.

Reports to
:
Senior Portfolio Manager

Classification
:
Full-time, Exempt

Hours
: 8:00am to 5:00pm, Monday through Friday

Location
:
Topeka Headquarters 3035 SW Topeka Blvd. Topeka, KS; and/or Olathe Branch 11875 S. Ridgeview Rd. Olathe, KS; and/or Lenexa Branch 16201 W. 95th St. Lenexa, KS

Apply
:

• Communicate with clients about their accounts, investments, market conditions, economy, etc.
• Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
• Explain and differentiate between various investment opportunities
• Conduct Financial Planning and/or investment research, analysis, & management.
• Coordinate investments/planning with administrators, clients, and prospective clients
• Communicate well with Trust Officers, Operations, and other key referral sources within the Bank
• Communicate well and maintain relationships with third-party vendors/partners
• Responsible for daily investment decisions and execution of trade requests
• Monitor asset allocation relative to policy and goals
• Monitor and implement investment models
• Create reports on investment-related performance and activity and review reports for accuracy
• Responsible for investment review portion of annual regulatory account review process
• Place and monitor trades for completion
• Maintain records and files along with other compliance requirements
• Work with Client and Trust Officer to create comprehensive wealth strategies for the Client
• Other tasks as needed

Wealth Advisor experience preferred. Three plus years of experience in investment research & analysis, financial planning, portfolio management, brokerage, Trust Department or similar financial background is preferred. Any experience with business development or client relationships is helpful.

• Bachelor’s Degree in Business, Finance, Economics, Accounting or related field preferred
• CFP, CFA, or M.B.A. are preferred but not required. Willingness to pursue CFA, CFP, or M.B.A. is strongly encouraged
• Designations such as the CAIA, AIF, ChFC, CPA, or other similar designations are also favored, but not required.

• Financial planning and/or investment research & portfolio management skills
• Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management
• The ability to plan and execute multiple projects and initiatives balancing department and organizational demands and resources
• Work in a team environment while promoting a positive attitude toward teamwork
• Accept and respond to changes in the work environment

• Ability to handle a wide variety of tasks: client-related, investments, planning and operational
• Communicates clearly and effectively
• Demonstrates ability to communicate financial vocabulary into common terms for explanatory purposes
• Maintains professional and confident demeanor
• Demonstrates ability to make informed and logical decisions
• Exhibits ability to remain calm and think analytically during stressful situations
• Possesses detailed knowledge of economic theory and financial terminology
• Possesses detailed knowledge of best investment practices
• Possesses in-depth financial planning acumen
• Possesses strong analytical and problem-solving skills
• Is capable of applying economic theory and…