What are the responsibilities and job description for the Portfolio Manager position at KBW Financial Staffing & Recruiting?
Greater Boston – 2 days onsite
$140K-160K 20% Bonus
Responsibilities
Client Development:
KBW789
$140K-160K 20% Bonus
Responsibilities
Client Development:
- Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
- Qualify prospective clients and guide them through the onboarding process.
- Collaborate with marketing and operations to support lead generation campaigns.
- Track and report on business development metrics (e.g., close rate, pipeline growth).
- Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
- Stay informed on industry trends and competitor offerings to position the firm effectively.
- Serve as the primary advisor for new clients and any assigned clients, delivering comprehensive financial planning and investment advice.
- Conduct discovery meetings to understand client goals, values, and financial considerations.
- Develop and present customized financial models and investment strategies.
- Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
- Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
- Mentor associate advisors and contribute to their technical and professional development.
- 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
- CFA or CFP® designation
- Must have worked with High Net worth Clients and a strong background in Business Development experience
KBW789
Salary : $140,000 - $160,000