Ultimate Staffing
Investment Counselor Portfolio Manager
Ultimate Staffing, California, Missouri, United States, 65018
Business Solutions Manager at Ultimate Staffing
Established company is seeking an Investment Counselor Portfolio Manager on a direct hire basis in the greater Pasadena, CA area. Pay ranges from $150,000 to $200,000 annually DOE.
Base pay range $150,000.00/yr - $150,000.00/yr
Responsibilities
Manage a diverse book of client portfolios, ensuring alignment with clients’ objectives, risk profiles, and long-term financial plans.
Conduct ongoing portfolio reviews, market analysis, and performance assessments.
Recommend asset allocation strategies based on fundamental analysis and investment best practices.
Provide proactive investment guidance and education to clients.
Monitor economic trends, regulatory changes, and global market activity to inform client strategies.
Client Relationship Management
Serve as the primary point of contact for high‑net‑worth and ultra‑high‑net‑worth clients.
Deliver exceptional service through regular communication, review meetings, and strategic planning sessions.
Develop deep trust by understanding clients’ evolving goals and tailoring solutions to meet their needs.
Business Development & Growth
Identify and cultivate new client relationships through networking, referrals, centers of influence, and community engagement.
Participate in firm‑led marketing campaigns, events, and outreach initiatives.
Collaborate with internal teams to design customized proposals, financial roadmaps, and portfolio strategies for prospective clients.
Achieve growth targets by expanding your book of business and contributing to the firm’s overall expansion.
Qualifications
7‑10 years of experience in investment management and/or financial advisory services with the ability to develop and manage client relationships.
Proven track record of both managing client investment portfolios and developing new business.
Strong understanding of investment strategies, asset allocation, and financial planning concepts.
Excellent communication skills with the ability to build rapport quickly and inspire client confidence.
Entrepreneurial mindset and a passion for relationship‑driven work.
Proficiency in Microsoft Office, Salesforce, Orion Advisor Services, and document management software.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
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Base pay range $150,000.00/yr - $150,000.00/yr
Responsibilities
Manage a diverse book of client portfolios, ensuring alignment with clients’ objectives, risk profiles, and long-term financial plans.
Conduct ongoing portfolio reviews, market analysis, and performance assessments.
Recommend asset allocation strategies based on fundamental analysis and investment best practices.
Provide proactive investment guidance and education to clients.
Monitor economic trends, regulatory changes, and global market activity to inform client strategies.
Client Relationship Management
Serve as the primary point of contact for high‑net‑worth and ultra‑high‑net‑worth clients.
Deliver exceptional service through regular communication, review meetings, and strategic planning sessions.
Develop deep trust by understanding clients’ evolving goals and tailoring solutions to meet their needs.
Business Development & Growth
Identify and cultivate new client relationships through networking, referrals, centers of influence, and community engagement.
Participate in firm‑led marketing campaigns, events, and outreach initiatives.
Collaborate with internal teams to design customized proposals, financial roadmaps, and portfolio strategies for prospective clients.
Achieve growth targets by expanding your book of business and contributing to the firm’s overall expansion.
Qualifications
7‑10 years of experience in investment management and/or financial advisory services with the ability to develop and manage client relationships.
Proven track record of both managing client investment portfolios and developing new business.
Strong understanding of investment strategies, asset allocation, and financial planning concepts.
Excellent communication skills with the ability to build rapport quickly and inspire client confidence.
Entrepreneurial mindset and a passion for relationship‑driven work.
Proficiency in Microsoft Office, Salesforce, Orion Advisor Services, and document management software.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
#J-18808-Ljbffr