Senior Portfolio Manager- Trust

$113,810 - $193,785/Yr

Edward Jones - Saint Louis, MO

Full-time - Senior

Saint Louis, MO

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Portfolio Manager at Edward Jones Trust Company is responsible for providing personalized investment management and fiduciary services. This role focuses on consulting with financial advisors and clients to assess their needs, construct tailored portfolios, and ensure ongoing communication regarding account performance. The position emphasizes a commitment to client relationships and aims to enhance the overall client experience through effective portfolio management.

Responsibilities

• Consult with financial advisors, clients, and other professionals to assess client needs.
• Identify asset allocation and construct portfolios that align with client objectives.
• Provide discretionary management for complex trust and High Net Worth portfolios.
• Partner with financial advisors to enhance the overall client experience.
• Establish appropriate investment objectives and articulate tailored investment strategies.
• Utilize systems and tools to execute trade and rebalancing decisions efficiently.
• Coach and train less experienced team members on best practices and escalated issues.
• Support financial advisors in developing new business by communicating the firm's solutions.
• Collaborate with various service areas including Trust Administration and Client Consultation Group.
• Lead presentations at client events, regional meetings, and seminars.

Requirements

• Bachelor's degree required, preferably in a business-related field.
• CFA Charter required.
• Ten+ years of financial services experience.
• Minimum six years of experience in portfolio management or related roles.
• Expert-level understanding of investments and portfolio management strategies.
• Familiarity with multiple accounting, performance, data, and trading systems.
• Proficiency in evaluating investment research from various providers.
• Demonstrated experience with estate planning principles and financial planning-related items.
• Strong verbal and written communication skills.
• Proven ability to articulate investment philosophy and strategies.

Nice-to-haves

• Master's degree preferred.
• Additional designations such as CFP or CAIA.
• Prior portfolio management experience at a trust company.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Paid holidays (10)
• 15 days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program