Director Portfolio Mgr Senior

Benefits

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About this role

Director Portfolio Mgr Senior Irvine, California DIRECTOR PORTFOLIO MGR SENIOR WHAT IS THE OPPORTUNITY? Manage RBC Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for advisors. Ensure that advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the central point of the relationship. Prepare client presentations. Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. Facilitate and conduct individual meetings and presentations. Operate and represent Rochdale with the highest level of integrity and work ethic. Account and Portfolio Management Manage an assigned group of investment portfolios. Work closely with clients and advisors, advising them on strategies to achieve investment goals. Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. Trade implementation and strategic rebalancing for new and existing client accounts. Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. Manage cash flow, reinvestment and liquidity requirements. Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. Attend client meetings. Business Development Partner with Senior Investment Consults, Private Bankers and Business Managers

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