Position Title
Portfolio Management Associate – Flagstar AdvisorsLocation
Beverly Hills, CA 90212Job Summary
The Portfolio Management Associate will support a Senior Advisor in delivering comprehensive wealth management services to high-net-worth clients. This role is designed for a financial professional with strong investment and portfolio management capabilities who can oversee ongoing client portfolio needs, conduct client reviews, and provide thoughtful advice. The position allows the Senior Advisor to focus on strategic relationships and business development while ensuring disciplined portfolio management and exceptional client service.Job Responsibilities:
JOB RESPONSIBILITIES
Performance Monitoring
- Oversee portfolio allocation and implementation for a segment of existing client households, ensuring alignment with investment objectives and firm strategy.
- Monitor client portfolios, rebalance allocations as appropriate, and identify opportunities to improve portfolio positioning.
- Track and analyze business performance metrics, ensuring delivery of growth targets and identifying areas for improvement.
- Oversee account administration including client requests, transfers, and distributions while maintaining a high level of service.
Strategic Partnership
- Partner with the Senior Advisor to maintain a high-touch client experience for existing relationships.
Risk Management and Compliance
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
- Conduct annual and periodic client reviews focused on portfolio performance, asset allocation, and investment strategy.
- Provide guidance on portfolio construction, diversification, and liquidity management for client accounts.
- Recommend and implement cash management and treasury strategies consistent with client objectives.
- Coordinate investment implementation, including trading requests and portfolio adjustments, in collaboration with internal teams.
- Prepare portfolio analytics, performance summaries, and client review materials.
- Maintain accurate client records and ensure adherence to regulatory and firm compliance standards.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
- Education level required: Undergraduate Degree (4 years or equivalent)
- Minimum experience required: 4+ Years in portfolio management
Preferred Qualifications:
- Education level preferred: Undergraduate Degree (4 years or equivalent) in Business or Finance
- Fifteen plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required.
- Series 7/Series 65/66 Preferred or ability to get in 6 months
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
- Focuses on the client’s experience and works tirelessly on the client’s behalf
Job Competencies:
- Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity
- Demonstrates strong organizational skills and apply a disciplined and organized approach throughout their business
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$82,416.00 - $129,179.00Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.
Flagstar Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Flagstar Bank and has not been reviewed or approved by Flagstar Bank.
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Leave & Time Off Breadth — Time‑off programs include accrued PTO that scales with tenure, separate sick time, company holidays plus a floating day, and a paid community involvement day. Paid parental bonding leave of six weeks is available after a year of service.
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Healthcare Strength — Coverage includes multiple medical plan choices (Cigna OAP options and Kaiser for CA/HI) with preventive medications at no cost and integrated pharmacy benefits. Dental through Delta Dental and two VSP vision plans provide additional coverage choice.
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Retirement Support — A 401(k) plan with a company match supports long‑term savings. Employer‑paid life/AD&D and disability coverage complement retirement planning.
Flagstar Bank Insights
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What We Do
Thank you for visiting Flagstar Bank on LinkedIn, and we look forward to being part of your financial journey. On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
