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Senior Portfolio Manager, TRUST

Location: Jefferson City
Posted on: September 14, 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 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.Description: Edward Jones, ranked one of the nation's top employers by Fortune Magazine, is seeking a highly skilled individual to serve as a Senior Portfolio Manager within the Edward Jones Trust Company. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager 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 in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.-- - Partner with financial advisors to fully understand client's needs and enhance the overall client experience.-- - Independently establish an appropriate investment objective, articulate the tailored investment strategy and recommendations, and fully explain account performance.-- - Effectively utilize all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.-- - Coach and train less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.-- - Support FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.-- - Collaborate closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.-- - Lead presentations at client events, regional meetings, seminars and web conferences.-- - Lead initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.-- - Bachelor's degree is required. Business-related degree strongly preferred-- - Chartered Financial Analyst (CFA) or actively pursuing CFA designation consistent with department policy-- - Ten+ years financial services experience. Minimum six years of experience in portfolio management or related roles that required making investment recommendations relied upon by others.-- - Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.-- - Strong verbal and written communication skills with the ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients-- - Proficiency in evaluating and distilling investment research from Edward Jones and other providers.-- - Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.-- - Strong analytical, problem solving, and organizational skills-- - Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.-- - Experience in mentoring and providing feedback to fellow associates andor serving as a point of escalation for complex or difficult decisions.-- - Familiarity with multiple accounting, performance, data, and trading systems-- - Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Bloomberg, Microsoft Office, Factset, ect.)2021 FORTUNE 100 Best Companies to Work For-- - By Great Place to Work-- - and FORTUNE Magazine - Edward Jones was named No. 20 on the list. From FORTUNE -- -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study. Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit awards for more information.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: $106916 - $182047Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Senior Portfolio Manager, TRUST, Accounting, Auditing , Jefferson City, Missouri

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