Director, Portfolio Implementation at Clearstead Advisors LLC

Cleveland, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Apr, 26

Salary

0.0

Posted On

17 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Portfolio Implementation, Portfolio Oversight, Client Communication, Data Integrity, Analytical Skills, Client Service Skills, Interpersonal Skills, Team Collaboration, Market Dynamics, Economic Landscape, Portfolio Theory, Investment Strategy, Attention to Detail, Time Management, Software Proficiency, CRM Knowledge

Industry

Financial Services

Description

Description We are seeking a Director, Portfolio Implementation as part of our Private Client Group at our downtown Cleveland, Ohio wealth management firm. This position will be responsible for investment portfolio implementation and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy, as part of Cleveland’s Private Client Services team. In this position you will: Coordinate with Head of Investment Solutions to develop, lead, and refine firm private client portfolio implementation strategy, initiatives, procedures and best practices Communicate portfolio updates and rebalance initiatives to client advisors, portfolio managers and clients, as needed Manage, review and assist in maintaining client databases and investment policy information to uphold data integrity Advanced understanding of Clearstead reporting and trading software systems to analyze and manage client portfolios Coordinate with Central Trading to develop, communicate and refine procedures to maximize reporting and trading software systems for PCS use Assist in PCS investment implementation integration across the enterprise, in support of One Clearstead Manage Cleveland PCS portfolio management quarterly billing process Use internal systems to manage work efforts and communicate effectively to drive consistent and professional client experiences Develop advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members Organize and track client assignments to efficiently manage work-load Assist with audit of client investment reports for accuracy and crafts impactful deliverables Evaluate prospect investment data and collaborate with team members in a positive and passionate manner to win new business Maintain command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits Regularly communicate with Research Department on investment strategy Participate in Investment Research and Asset Allocation Committee meetings Complete other duties as assigned Requirements The successful candidate will have: Bachelor’s degree in Business Administration, Finance, Economics, or related field 7+ years of investment and financial market experience within a professional services firm; experience within a financial services or wealth advisory firm a plus Strong interest in investments General familiarity with market history and trends Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical Demonstrated analytical skills Strong computer proficiency (e.g. Power Point, Word, Excel, Adobe and Outlook) Demonstrated client service skills Excellent interpersonal and communication skills, written and verbal Strong team player with the ability to interact with staff at all levels of the organization Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging An opportunity to work with institutions across the country A competitive base salary with an incentive bonus program 401(k) Savings plan with company contributions Health, Dental, Vision, and Long-term disability insurances Generous paid time off program We are Clearstead…an independent institutional and wealth advisory firm in Cleveland, Ohio. Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.

Responsibilities

The Director, Portfolio Implementation will coordinate with the Head of Investment Solutions to develop and refine portfolio implementation strategies while overseeing client portfolios. This role involves managing client databases, communicating updates, and ensuring data integrity.