Wealth Management Portfolio Manager - Las Vegas

Employer
Enterprise Services
Location
Las Vegas, Nevada
Salary
Competitive
Posted
Jun 19, 2024
Closes
Aug 22, 2024
Ref
10280_064391
Type
Full Time
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Las Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors, to solicit new business and service existing investment clients. The PM is also expected to contribute to investment decision making and investment communications. Expected to be proactive and prompt with all client inquires.

Responsibilities:

  • Manage and support client investment portfolios for high-net worth individual and institutional clients.
  • Ensure client portfolios are aligned with investment models and investment committee guidance.
  • Explain and differentiate between various investment strategies and opportunities.
  • Actively engage in new business and client retention activities including presentations to prospects and existing clients.
  • Clearly articulate purpose of investment decisions and asset allocation.
  • Keep abreast of tax consequences of investment decisions and strategies.
  • Conduct account reviews and maintains fiduciary and compliance training and education.
  • Experienced in mutual funds, ETFs, separately managed accounts, and private capital.
  • Work effectively as part of a team in an investment advice driven business model.
  • Responsible for analyzing, proposing, and documenting portfolio trades in a team environment.
  • Communicate with clients about their accounts, market conditions and economic and market trends.
  • Effectively implements investment decisions and trades and rebalances client accounts according to change in asset allocation model or individual client needs and objectives.
  • Works in conjunction with relationship managers and operations department to execute daily investment decisions in accordance with investment policy and client investment objectives.
  • Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities.
  • Works closely with client relationship managers and other wealth management team members.
  • Other duties as assigned.


Requirements:

  • Requires a Bachelors Degree
  • 10+ years of directly related experience.
  • Strong analytical, organizational, communication and problem-solving skills required.
  • CFA preferred
  • Frequently contributes to the development of new theories and methods.
  • Employs expert knowledge as a generalist or specialist of capital markets and investment management


Benefits:
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products


Pay range (depending on experience): $150,000 - $185,000