| Location: |
CA-San Diego
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
100,000 - 125,000 |
| Total Compensation: |
200,000 - 200,000 |
| Job Description: |
Develops, and directs execution of investment strategies for a group of clients. Manages largest and most complex investment portfolios for Investment Management accounts and fiduciary accounts, with a particular focus on fixed income investments. Acting independently within established investment policy guidelines, manages large and potentially the most important client accounts. Hands relationship over to rest of team Relationship Manager, Financial Consultant, Private Banker, Account Administrator. Utilizes an investment consulting approach to execute investment strategies. Keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. Teams with Private Bank partners in developing new business. May act as a lead for Investment Management Specialist. Contributes to strategy calls and decisions related to fixed income. Communicates elements of fixed income strategy and market information to the broader Private Bank community, and to Private Bank clients. Participates in fixed income outreach to internal partners and the client base. Supports generalist Investment Managers in their knowledge, awareness, and implementation of fixed income strategies and techniques. Where needed, contributing to written communications intended for the broader Private Bank community or for distribution to clients. |
| Education and Certifications/Licenses: |
Bachelor's, None, FINRA Registered Rep - Series 7 - Stock Broker |
| Mandatory Minimum Qualifications: |
10+ years experience Expectations of role are to source and deliver $25MM a year of new deposits. |
| Preferred Qualifications: |
CFA/MBA |
| Benefits: |
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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