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Portfolio Manager - Trust

Company: Careerbuilder-US
Location: Saint Robert
Posted on: November 26, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Department: Trust Company-Trust InvestmentsDescription: Edward Jones, ranked one of the nation's top employers by Fortune Magazine is seeking a highly skilled individual to serve as a Portfolio Manager within the Edward Jones Trust Company. As a portfolio manager, your responsibilities will include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. You will then identify an asset allocation and construct a portfolio that aligns with the client's goals. You 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.Partner with financial advisors to understand client's needs and enhance the overall client experience.Independently establish an appropriate investment objective, articulate the tailored investment strategy and recommendations, and explain account performance.Utilize all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.Collaborate with a variety of stakeholders and various representatives from other divisions within the organization.Participate in development of presentations for client events, regional meetings, seminars and web conferences.Support branch teams in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.Lead and/or participate in initiatives within the Investments Area, across the Trust Company, and firm-wide that improve our ability to serve our clients and support the firm's mission.What You Need: Bachelor's degree is required. Business-related degree preferredChartered Financial Analyst (CFA) or actively pursuing CFA designation consistent with department policySix+ years financial services experience. Minimum two years' experience in portfolio management or related roles that required making investment recommendations relied upon by others.What's Could Set You Apart: Trust investment experience preferredUnderstanding of estate planning principles, taxes, insurance and other financial planning-related itemsProven excel skills and proficiency in software programs (Morningstar Direct, Factset, Microsoft Office, etc.)100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating. Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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 law. At 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-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The 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:Salary: $90628 - $154313Category: Headquarters

Keywords: Careerbuilder-US, Columbia , Portfolio Manager - Trust, Executive , Saint Robert, Missouri

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