Job details
Job type full-time
Full job description
At edward jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutionsTo ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team`s ability to build deep relationships with clientsHeadquarters associates in stLouis and tempe provide support and expertise to help u.sAnd canada branch teams deliver an ideal client experienceEdward jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investorsDepartment: trust company-trust investments
Description: edward jones, ranked one of the nation`s top employers by fortune magazine is seeking a highly skilled individual to serve as a senior portfolio manager within the edward jones trust companyThe duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the clientThe portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client`s objectivesThe portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.
Key responsibilities:
Provide discretionary management for complex trust and high net worth portfolios in accordance with clients` unique needs, governing documents, firm guidelines, and fiduciary standards.
Partner with financial advisors to fully understand client`s needs and enhance the overall client experience.
Independently establish an appropriate investment objective, articulate the tailored investment strategy and recommendations, and fully explain account performance.
Effectively utilize all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
Coach and train less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
Support fas in developing new business by communicating the firm`s solutions and value proposition to prospects, in person and through remote delivery.
Collaborate closely with trust administration, the client consultation group, trust new business team, advanced branch support, and other similar service areas.
Lead presentations at client events, regional meetings, seminars and web conferences.
Lead initiatives within the investments area, across the division, and firm-wide that improve our ability to serve our clients and support the firm`s mission.
Bachelor`s degree is requiredBusiness-related degree strongly preferred
Chartered financial analyst (cfa) or actively pursuing cfa designation consistent with department policy
Ten+ years financial services experienceMinimum six years of experience in portfolio management or related roles that required making investment recommendations relied upon by others.
Expert-level understanding of investments and portfolio management strategies, modern portfolio theory, prudent investor rule and uniform trust code.
Strong verbal and written communication skills with the ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients
Proficiency in evaluating and distilling investment research from edward jones and other providers.
Proven ability to articulate edward jones` investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and fas.
Strong analytical, problem solving, and organizational skills
Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.
Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.
Familiarity with multiple accounting, performance, data, and trading systems
Proficiency in spreadsheets, databases, and other software programs (morningstar direct, bloomberg, microsoft office, factset, ect.)
Fortune 2020 – edward jones was named no7 on the 2020 fortune 100 best companies to work for® list.
From fortune ©2020 fortune media ip limitedAll rights reservedUsed under licenseFortune and fortune 100 best companies to work for are registered trademarks of fortune media ip limited and are used under licenseFortune and fortune media ip limited are not affiliated with, and do not endorse products or services of, edward jones investments.
Edward jones ranked no6 of the 100 best workplaces for millennials by great place to work and fortune magazine.
2020 corporate equality index – edward jones joins the ranks of 680 major u.s businesses that received top marks in the hrc foundations 18th annual scorecard on lbgtq workplace equality
Edward jones named a top company for training, ranking no25 on training magazine`s 2020 training top 125 list – the highest ranking among the financial-services industry!
Financial services firm edward jones has been named one of the 2019 best workplaces for parents by great place to work and fortune magazineThe firm ranked no5 on the list of 50 companies, up two spots from last year.
The best workplaces for parents list is one of a series of rankings by great place to work and fortune based on employee feedback from great place to work-certified™ organizationsEdward jones ranked no7 on the fortune 100 best companies to work for in 2019 list, the firm’s 20th appearance on the listThe firm also was ranked the no1 best workplace in financial services & insurance and the no6 best workplace for millennials by great place to work and fortune.
Edward jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable lawAt edward jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-beingVisit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharingThe salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
