Fifth Third
**ABOUT THE ROLE:** Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions. **YOUR RESPONSIBILITIES:** The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Work with
Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.**Other Duties:** Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. **MINIMUM REQUIREMENTS:** Three or more years of professional experience; money management, investment research or financial services experience preferred.**REQUIRED SKILLS:** Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: Strong interpersonal, written and verbal communication skills, and presentation skills.**Problem Solving & Analytical Thinking:**Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. **Strategy Knowledge:** General knowledge of the firm’s investment strategies, products, and portfolio construction methodologies. **Software Proficiency:** Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. **SKILLS FOR SUCCESS:** Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:**Client Experience:** Delivers an exceptional client experience while achieving sales and retention goals.
Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at:
or by consulting with your talent acquisition partner. #J-18808-Ljbffr
Work with
Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.**Other Duties:** Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. **MINIMUM REQUIREMENTS:** Three or more years of professional experience; money management, investment research or financial services experience preferred.**REQUIRED SKILLS:** Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: Strong interpersonal, written and verbal communication skills, and presentation skills.**Problem Solving & Analytical Thinking:**Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. **Strategy Knowledge:** General knowledge of the firm’s investment strategies, products, and portfolio construction methodologies. **Software Proficiency:** Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. **SKILLS FOR SUCCESS:** Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:**Client Experience:** Delivers an exceptional client experience while achieving sales and retention goals.
Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at:
or by consulting with your talent acquisition partner. #J-18808-Ljbffr