In this role you will:
- Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
- Manage the activities and execution of the investment functions for a variety of clients.
- Develop portfolio allocation recommendations and oversee delivery of those recommendations.
- Develop and monitor custom portfolio strategies.
- Communicate with clients (ex. emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
- Provide top-level investment concierge services to existing clients.
- Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
- Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.
Experience/Education Requirements:
- Bachelor’s Degree in finance or related field required.
- Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
- Four (4) years of experience in the UHNW space preferred.
- CFA charterholder, CFP® professional, or another approved advanced credential required.
- Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
Skills Required
- Bachelor's degree in finance or a related field
- At least 8 years of investment or wealth management experience
- CFA charterholder, CFP professional, or another approved advanced credential
- Eligibility for Investment Adviser Representative registration within 3 months of start date, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66
- 10 years of investment or wealth management experience
- 4 years of experience serving ultra-high-net-worth clients
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
