Senior Investment Manager

Merrill

4

(5)

Towson, MD

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #JR-23022871

    Position summary

    ment to client goals and strategies. Oversee preparation and present client performance review reports to measure progress to goals. Serves as subject matter expert for all investment-related questions that come in from clients.

    Role Responsibilities

    • Define and own team's investment management philosophy and process

    • Establish a scalable, disciplined investment process

    • Build team's investment and portfolio management knowledge and skills

    • Supervise research and development of portfolio recommendations for Investment Committee review

    • Lead weekly Investment Committee meetings

    • Oversee the review and management of team proprietary models to align with the Investment Committee decisions

    • Monitor the generation and delivery of investment management tools, including but not limited to investment proposal, CRC, etc.

    • Oversee the management of client portfolios to align with client goals, objectives, risk tolerance and time horizons

    • Develop book pricing model for FA team and oversee analysis on an ongoing basis

    • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

    • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

    • Monitor and respond to market and non-financial current events

    • Analyze and understand Merrill and third party research

    • Create analytical reports for FAs to review client investment portfolio performances against market returns

    • Develop and present client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

    • Lead one-on-one and group client facing dialogue and commentary on market trends and overall investment management topics

    • May oversee the work of additional teammates aligned to investment management, provide training and development

    • Engage home office partners and leaders to manage escalation and resolution of complex issues

    Qualifications

    • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)

    • SAFE Act Registration; ADV-2B Required

    • CFA®, or CIMA® designation preferred or obtain and/or maintain at least one firm approved designation

    • Possess and demonstrate strong communication skills

    • Superior relationship management skills to partner effectively across the entire Wealth Management space

    • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

    • Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a strong risk mindset

    • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

    • LOS 10+ years or relevant Industry experience

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.