Senior Portfolio Manager- Trust
So many opportunities to make a difference. And advance your career.
You’ve embraced our purpose of making a meaningful difference in the lives of our clients, our colleagues and our communities. You’ve experienced the collaboration borne of a firm where everyone is aligned toward a singular focus: serving the client. You belong at Edward Jones, but you’re ready to stretch your skills and advance your career.
Job Overview
Position Schedule: Full-Time
Hiring Leader: Joy Kelley
Recruiter: Krista Calabrese
HQ Grade: 12
Hiring Minimum: $113810
Hiring Maximum: $193785
Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client’s objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.
What You Will Do:
Senior Portfolio Managers are responsible for consulting with financial advisors, clients and other professionals to review and assess the needs of the client. They will then identify an asset allocation and construct a portfolio that aligns with the client’s objectives. The senior portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance. Specific duties include:
- Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients’ unique needs, governing documents, firm guidelines, and fiduciary standards.
- Partnering with financial advisors to fully understand clients’ needs and enhance the overall client experience.
- Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.
- Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
- Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
- Supporting FAs in developing new business by communicating the firm’s solutions and value proposition to prospects, in person and through remote delivery.
- Collaborating closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.
- Leading presentations at client events, regional meetings, seminars and web conferences.
- Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm’s mission.
Skills/Requirements
- Bachelors degree required. Business related degree strongly preferred.
- CFA Charter required
- Ten+ years financial services experience.
- Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.
- Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
- Familiarity with multiple accounting, performance, data, and trading systems
- Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
- Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.
- Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients.
- Proven ability to articulate Edward Jones’ investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.
- Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.
What Could Set You Apart:
- Masters degree preferred
- Additional designations such as CFP or CAIA
- Prior portfolio management experience at trust company
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Career Progression
Career Progression
The skills you’re gaining in your current role can help you succeed in your next.
Tech? HR? Marketing? Operations? One of the benefits of working at a large firm with many areas of expertise is that you can test the waters in other areas. Bring your transferable skills to a new role or division. Use your experience as a springboard to leadership. We encourage you to advance your career in this way — and will support you along the way.
Extra compensation when you need it most – with no ceiling on how much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor
Associate Testimonial
Associate Testimonial
It’s like professional development in the world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
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Career Progression
Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.