Private Bank Senior Investment Strategist

Job Description:Major ResponsibilitiesFully focused on the development and closing of investment businessPartner with PCAs in the market to drive flows and allocate winning business to local PM team for ongoing portfolio and relationship managementShowcase the Private Bank Investments value proposition from thought leadership to broad platformSpeak with the voice of the portfolio manager in fostering client and prospect relationships at the macroeconomic, the thematic, and at the portfolio strategy levels.Ideal Experience Broad product and investment platform understanding - fully equipped to differentiate our value, products and services both to internal teams and to our clientsExceptional sales skills; demonstrated ability to attract clients, gather assets, and work in concert with investment sales teams from a portfolio and investments perspectiveStrong client service orientation attuned to the needs of high net worth and institutional investors. Ability to translate portfolio strategies and results into a compelling investment story that resonates with clientsSuccessful experience in presenting and defending complex ideas in front of challenging and analytical audiences.Critical Competencies for SuccessProven track record in driving the complete sales cycle from prospecting to closeDemonstrated ability building and influencing key partnerships internally as well as promoting field adoption and engagement of sophisticated and complex investment subject matterCommanding presence coupled with an engaging, energetic style of delivery which will differentiate the Private Bank and its investment capabilities in the eyes of the clientStrong ability to partner successfullyIntellectual curiosity and drive to learn with respect to markets, portfolios, and US Trust''s investment platform and capabilities10+ years of meaningful investment experience in investment management, investment banking, research, or wealth management areas in a leading institutionHolistic platform knowledgeDeep knowledge and experience in investment and wealth strategies across all asset classesSophisticated understanding of capital markets, economics, and the investment management industryAbility to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impactAn undergraduate degree from a top-tier institution is required, preferably in business, economics, finance, engineering, mathematics, physics, statistics or a related fieldAn advanced degree(s) in one or more of the above fields and a CFA designation is preferredExcellent written, verbal communication and interpersonal skillsExtensive travel requiredJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Major ResponsibilitiesFully focused on the development and closing of investment businessPartner with PCAs in the market to drive flows and allocate winning business to local PM team for ongoing portfolio and relationship managementShowcase the Private Bank Investments value proposition from thought leadership to broad platformSpeak with the voice of the portfolio manager in fostering client and prospect relationships at the macroeconomic, the thematic, and at the portfolio strategy levels.Ideal Experience Broad product and investment platform understanding - fully equipped to differentiate our value, products and services both to internal teams and to our clientsExceptional sales skills; demonstrated ability to attract clients, gather assets, and work in concert with investment sales teams from a portfolio and investments perspectiveStrong client service orientation attuned to the needs of high net worth and institutional investors. Ability to translate portfolio strategies and results into a compelling investment story that resonates with clientsSuccessful experience in presenting and defending complex ideas in front of challenging and analytical audiences.Critical Competencies for SuccessProven track record in driving the complete sales cycle from prospecting to closeDemonstrated ability building and influencing key partnerships internally as well as promoting field adoption and engagement of sophisticated and complex investment subject matterCommanding presence coupled with an engaging, energetic style of delivery which will differentiate the Private Bank and its investment capabilities in the eyes of the clientStrong ability to partner successfullyIntellectual curiosity and drive to learn with respect to markets, portfolios, and US Trust''s investment platform and capabilities10+ years of meaningful investment experience in investment management, investment banking, research, or wealth management areas in a leading institutionHolistic platform knowledgeDeep knowledge and experience in investment and wealth strategies across all asset classesSophisticated understanding of capital markets, economics, and the investment management industryAbility to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impactAn undergraduate degree from a top-tier institution is required, preferably in business, economics, finance, engineering, mathematics, physics, statistics or a related fieldAn advanced degree(s) in one or more of the above fields and a CFA designation is preferredExcellent written, verbal communication and interpersonal skillsExtensive travel requiredJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Major ResponsibilitiesFully focused on the development and closing of investment businessPartner with PCAs in the market to drive flows and allocate winning business to local PM team for ongoing portfolio and relationship managementShowcase the Private Bank Investments value proposition from thought leadership to broad platformSpeak with the voice of the portfolio manager in fostering client and prospect relationships at the macroeconomic, the thematic, and at the portfolio strategy levels.Ideal Experience Broad product and investment platform understanding - fully equipped to differentiate our value, products and services both to internal teams and to our clientsExceptional sales skills; demonstrated ability to attract clients, gather assets, and work in concert with investment sales teams from a portfolio and investments perspectiveStrong client service orientation attuned to the needs of high net worth and institutional investors. Ability to translate portfolio strategies and results into a compelling investment story that resonates with clientsSuccessful experience in presenting and defending complex ideas in front of challenging and analytical audiences.Critical Competencies for SuccessProven track record in driving the complete sales cycle from prospecting to closeDemonstrated ability building and influencing key partnerships internally as well as promoting field adoption and engagement of sophisticated and complex investment subject matterCommanding presence coupled with an engaging, energetic style of delivery which will differentiate the Private Bank and its investment capabilities in the eyes of the clientStrong ability to partner successfullyIntellectual curiosity and drive to learn with respect to markets, portfolios, and US Trust''s investment platform and capabilities10+ years of meaningful investment experience in investment management, investment banking, research, or wealth management areas in a leading institutionHolistic platform knowledgeDeep knowledge and experience in investment and wealth strategies across all asset classesSophisticated understanding of capital markets, economics, and the investment management industryAbility to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impactAn undergraduate degree from a top-tier institution is required, preferably in business, economics, finance, engineering, mathematics, physics, statistics or a related fieldAn advanced degree(s) in one or more of the above fields and a CFA designation is preferredExcellent written, verbal communication and interpersonal skillsExtensive travel requiredShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29