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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 8 yrs required
Senior Director of Portfolio Management - Team Leader Duties: Leads a team responsible for the management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts. Fully accountable for all legal and investment aspects of team's assigned accounts. Is also responsible for managing the revenues and expenses of a cost center and all of the people assigned to that cost center. Will work with the Manager of Portfolio management for formulate strategies, policies, and procedures that enhance client service delivery and account manage productivity. Articulate MPAM's equity, fixed income and investment process as well as the asset allocation process and train existing and future team members in all facets of MPAM.
Qualification and Experience
Qualification Requirements: BA or advanced degree or professional certification (Bar admission, CFA, etc.). The qualified candidate should have 8+ years of experience in the Investment and Fiduciary Management industry.
Job Number: 1500866.
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