Client Portfolio Manager – Custom Equity Platform

🕒 May 2

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Softcard (acquired by Google)

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

Softcard, the joint venture created by AT&T Mobility, T-Mobile USA and Verizon Wireless, has developed an open and comprehensive mobile commerce platform. By utilizing near field communication (NFC) technology, the Softcard eliminates the need to carry cash, credit and debit cards, reward cards, coupons, tickets and transit passes. Softcard will fundamentally change the way consumers shop, pay and save by offering an enhanced, more convenient and more personal experience – all with the tap of a phone.

📋 Description

• Grow and retain business by representing the investment team and key investment strategies to clients. • Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies. • Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed. • Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers. • Provide portfolio updates and insights to drive client engagement and loyalty. • Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager. • Participate in the development of advisor-facing content, presentations, and research. • Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content. • Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.

🎯 Requirements

• Undergraduate degree required, preferably in business or related discipline. • 5-8 years of investment-related client-facing experience. • Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams. • Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred. • Entrepreneurial spirit. • Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products. • Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages. • Strong and influence management skills. • MBA/CFA a plus. • Series 7 and 63 or 66 required. • Regular travel required.

🏖️ Benefits

• Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan