Institutional Wealth Management Advisor
Company: Greenleaf Trust
Posted on: June 22, 2022
What's This Job All About?The Institutional Wealth Management
Advisor is responsible for creating, developing, and implementing
investment management plans, on-going portfolio management, and
conducting regularly scheduled portfolio review meetings to
individual committees and boards at institutional clients. What
You'll Be Doing Principal Accountabilities:
- Lead the coordination of responses to requests for proposals
for investment management and administrative services for
prospective institutional clients.
- On-going, proactive management of portfolios utilizing
Greenleaf Trust resources and responding to changing market
conditions and client circumstances.
- Knowledge of all types of institutional clients, including
investment objectives, risk tolerances, regulatory issues, tax
considerations and spending formulas.
- Supervise preparation of and conduct formal presentation of
portfolio reviews to individuals, committees and boards at
- Serve as the ad-hoc investment management contact for
- Interact with the Greenleaf Trust Research team on asset
allocation and security modeling for general institutional client
use and for specific client projects.
- Assist clients with investment policy statement development and
- Supervise and review preparation of monthly and quarterly
client performance reports.
- Ensure that pre-trade and post-trade execution complies with
client investment policy statement rules, constraints and
- Meet with prospective and existing clients on a regular basis
to maintain open communication on the status of their portfolio and
other wealth management strategies within the relationship.
- Participation in designated workgroups and projects as
- All other duties as assignedWhat You Need for this
- Bachelor's Degree and minimum 5 years experience in financial
or investment management, or equivalent education and
- Certified Financial Planner or Chartered Financial Analyst
designation is preferred.
Keywords: Greenleaf Trust, Kalamazoo , Institutional Wealth Management Advisor, Executive , Kalamazoo, Michigan
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