A thriving and expanding Registered Investment Advisor with a broad Ohio presence is actively looking for a seasoned Senior Portfolio Manager to join their booming Cincinnati team. This person will be responsible for working with existing client relationships and also interacting directly with existing HNW clientele. This is an opportunity with tremendous upside potential as the firm is actively seeking an individual who can really take the reins and lead their team to the next level by helping them continue to scale their Cincinnati presence. Someone with a deep and broad understanding of the private wealth management space and private client market is highly desirable for this role.
Some additional responsibilities for this position include (but are not limited to):
- Performing portfolio construction and asset allocation with HNW & UHNW private clientele
- Working knowledge and a deep-rooted understanding of the investment process as well as the policies and procedures involved in a fee-based environment
- The ability to work autonomously as well as in a team
- Desire to want to make an impact long-term and play a senior role in the continued development and growth of the firm
Additional Qualifications:
- Prior experience in portfolio construction & asset allocation
- In-depth understanding of the brokerage space & all facets included
- 7+ years of experience in Private Wealth Management