Portfolio Manager

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

$123K-$209K not verified - source not recorded; timestamp not recorded

401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Portfolio Manager Houston, Texas ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. PORTFOLIO MANAGER - WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (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 RBC 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

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