Financial Services / Asset Management - Vp, Client Service and Portfolio Manager

Undergraduate business degree ideally combined with an MBA and designations such as CFA, CIM, etc.A minimum of 10 years of asset management, wealth management banking or investment industry experience.Thorough knowledge of the asset/wealth management industry and related regulatory and compliance requirementsUnderstanding of investment concepts, analytics and investment administrationClient centric focus; Builds trust, credibility and respect with all clients and prospects especially those with minimal investing acumen or knowledge.Ability to develop and manage pipeline of opportunities and convert prospects into clientsAbility to qualify leads and focus on opportunities that have the most strategic and financial long-term impactAbility to make compelling presentations to a variety of audiences, centers of influence, using visual aids, social media, and other media.Ability to be flexible, multi-task and prioritize effectively in a fast paced environment.Ability to handle a variety of constituencies, juggle multiple tasks simultaneously and thrive in a complex environment with multiple prioritiesExceptional interpersonal skills—ability to interact successfully with colleagues and clients using a positive, collaborative approachExcellent written, and verbal communications skillsPersuasive, credible, and is a polished communicator with excellent influencing and networking skillsOperates comfortably under pressure, stays focused on accomplishing results during periods of high stressShares the company's core valuesA compensation package commensurate with experience will available.

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