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Director Portfolio Mgr Senior

City National Bank

Irvine, California(remote)

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JOB DETAILS
SALARY
$157,943–$293,299 Per Year
JOB TYPE
Full-time
SKILLS
Bank Management, Business Development, Cash Flow, Cash Management, Chartered Financial Analyst (CFA), Community Support, Consulting, Customer Relations, Dental Insurance, Entrepreneurship, Financial Analysis, Financial Services, Health Plan, Investment Analysis, Investment Management, Investment Services, Investment Strategy, Leadership, Liquidity, Network Support, Portfolio Analysis, Presentation/Verbal Skills, Process Management, Regulations, Relationship Management, Risk, Risk Management, Sales, Sales Closing Skills, Sales Management, Sales Presentation, Sales Prospecting, Securities, Series 7, Strategic Planning, Systems/Internals Programming, Team Building, Team Lead/Manager, Time Management, Top Sales Rep, Vision Plan
LOCATION
Irvine, California
POSTED
30+ days ago
Overview:
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 by getting in front of prospective advisors and clients and closing the sale.
  • Investment Strategy/Trading and Research
  • Demonstrate expert knowledge of both internal and external investment solutions.
  • Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues.
  • Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)
  • Management
  • The lead member of a team, who as Senior PM are responsible for a client/advisor assets over $1.0B and leads a team portfolio associates and/or analysts teammates.
  • Demonstrate Senior Leadership skills to develop portfolio managers and junior teammates.
  • Consistent commitment to supporting the learning and development of all team colleagues in conjunction with the learning and development group.Lead each team member to perform at a high level; monitors, reviews and establish performance attributes for each team colleague annually.
  • Consistently demonstrates and Outward Mindset, focused on the needs of the client and the firm as a priority over self or the team. As demonstrated by the priorities and actions being consistent with the mission, values, purposes of CNB and Rochdale.
  • Top Grade Performer as viewed by his/her clients, advisor/banker/business manager partners, peers and firm leadership. The Team Consistently achieves highly satisfying levels of services as determined by advisors/bankers/business partners and clients.
  • Risk Management and Compliance
  • Follow appropriate Regulation 9 process.
  • Accurately complete various compliance related reporting in a timely manner.
  • Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.

 

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Master's Degree
  • A minimum of 15 years of investment management experience
  • CFA - Charter Financial Analyst
  • FINRA Series 7 and 66 securities
 
Additional Qualifications
  • CAIA Preferred

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $157,943 - $293,299 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
 
Get a more detailed look at our Benefits and Perks.

ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

About the Company

C

City National Bank

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