p>Experience & Skills Qualifications: A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions A comprehensive understanding of asset allocation, portfolio construction and manager selection Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals Keen understanding of the global macro environment, the global economy and other factors that impact the success of investment management strategies Superior analytical and problem-solving skills Effective verbal and written communication skills Embrace and promote a culture of client focus, excellence, integrity and teamwork; effectively encouraging innovation and open dialogue Entrepreneurial spirit and strong work ethic. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.