Director, Portfolio Management

We are seeking a Director, Portfolio Management as part of our Private Client Group at our downtown Cleveland, Ohio wealth management firm. This position will be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy to provide superior client service and support.

In this position you will :

• Create complex investment analysis or modeling to support sophisticated investment clients
• Evaluate prospect investment data, leads and delivers the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business
• Facilitate live investment portfolio reviews with current clients and prospects
• Communicate portfolio updates and rebalance initiatives to assigned clients as needed
• Follow the Clearstead approach of creating client meeting agendas / recaps
• Advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members
• Active in business development efforts within the community
• Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits
• Advanced understanding of and utilize Tamarac Advisor View / Rebalancer, Addepar and other software systems to analyze and manage client portfolios
• Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)
• Collaborate and mentor Portfolio Associates to manage client investment portfolios
• Opportunity for team management responsibilities
• Participate in Investment Research and Asset Allocation Committee meetings
• Regularly communicate with Research Department on investment strategy
• Manage client databases and investment policy information to uphold data integrity
• Organize and track client assignments to efficiently manage work-load
• Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences
• Complete other duties as assigned

Requirements

The successful candidate will have :

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect :

We are Clearstead...an independent institutional and wealth advisory firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.

There's a popular line at Clearstead, "There are no sharp elbows." Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.

Salary Description

$120,000 - $150,000