Portfolio Manager, Research & Advisory

Portfolio Manager – Research & Advisory

OVERVIEW

ECG Resources has been retained to identify a Manager of Research and Client Advisory for a leading wealth management firm. This position requires an ambitious learner and financially savvy individual who will gain meaningful exposure to client advisory, investment research, and light operational involvement. The role serves as a gateway to becoming a full-fledged financial advisor and offers an exceptional platform for career development within a sophisticated, client-focused organization.

KEY RESPONSIBILITIES

• Work closely with senior financial advisors to collectively advise and serve a group of high-net-worth client families, with responsibility for daily account administration (approximately 80% of time).
• Collaborate with client teams to develop investment policies, including recommending asset allocations, addressing tax and estate considerations, and proposin...