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Institutional Wealth Management Advisor

Company: Greenleaf Trust
Location: Kalamazoo
Posted on: June 22, 2022

Job Description:

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 institutional clients.
  • Serve as the ad-hoc investment management contact for institutional clients.
  • 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 revisions.
  • 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 objectives.
  • 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 assigned.
  • All other duties as assignedWhat You Need for this Position:EDUCATION/EXPERIENCE:
    • Bachelor's Degree and minimum 5 years experience in financial or investment management, or equivalent education and experience.
    • 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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