Wm Investment Manager 4
2829 TOWNSGATE RD - WESTLAKE VILLAGE, CA
To be Determined
Develops, recommends, and directs execution of investment strategies for a group of clients. Manages largest and most complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With broad investment strategy authority and acting independently within established investment policy guidelines, manages large and potentially the most important client accounts. Will likely help shape the investment policies (through teams) within Wealth Mgmt Group. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to develop investment strategies based on management philosophy and customer objectives. Utilizes an investment consulting approach to execute investment strategies leveraging individual securities (incl. equities, bonds, ETFs, real estate securities, etc.), pooled vehicles (incl. open and closed end Mutual Funds and DIFs), "open architecture" platforms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. May act as a lead for Investment Management Specialist and/or a defined market area.
10+ years investment management experience.
Proven track record business development in private client arena for individuals. Must have a sucessful track record around mentorship of Jr. IM's and support staff.
CFA or MBA preferred.
Wells Fargo - 3 years ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...