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As an Account Manager in the investment practice (AM-I) of our Winnetka Wealth Management office you will work with portfolio managers (PM) within client service teams to consistently deliver a high level of proactive client service and support.
You will understand and support your PM’s daily workflow including analyzing investment themes and issues to communicate effectively with clients and internal partners, tracking trade activity from execution to settlement, researching and resolving account/operational investment discrepancies, analyzing and insuring accuracy of investment performance results, proofing and coordinating presentation materials used in meetings with high net worth clients.
This role is critical to the confidence that our clients have in our abilities to manage their finances and the appropriate person will understand the importance of accuracy and timeliness.
The Account Manager – Investments:
Monitors and takes ownership of all compliance related duties and follow-up procedures, including consulting with PMs on deficiencies and communicating with clients to eliminate exceptions.
Participates in client meetings with the PM and other members of the client service team. Duties range from insuring our records are complete for compliance purposes to providing equity and fixed income research needed for discussion with clients to inform them of investment decisions and transactions in their accounts.
Assists in the preparation of materials for client meetings to insure the information is accurately and logically presented. AM-I’s work with multiple family relationships.
Updates Goals Driven Wealth Management system to include internal and external asset values, goal information and family demographic data.
Obtains written client approvals for Investment Objective forms, trade confirmations, no investment-responsibility letters and any other account-related documentation.
Coordinates preparation of asset allocation analyses and presentation materials for existing and prospective clients.
Monitors daily all current and outstanding capital structure offers, and ensures that capital structure decision deadlines are met. Communicates information on current offers, relevant research recommendations and any other related information to PMs.
Monitors PMs’ desks in their absence. Distributes investment research and portfolio construction information when and where appropriate. Reads, understands and abides by the Wealth Management PM Guidelines. Works diligently toward mitigating losses due to error, and is mindful of possible contingencies.
Candidates for this position should have
A broad understanding of financial markets and passion for investments. Knowledge of investment products, services, and terminology, usually obtained through on the job training or prior experience, are helpful.
Analytical and organizational skills are needed to meet deadlines and solve client or administrative problems,
Minimum of 1 year of investment or personal trust client servicing experience is preferred.
Proficiency in MS Office suite of product is imperative, with particularly strong Excel and written communication skills.
Preference towards candidates pursuing CFA, CFP®, or similar professional credential, or advance degree (M.B.A.).
Undergraduate degree in business, finance, economics or equivalent relevant work experience is highly preferred.
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Company partner, you will be part of a collaborative work culture that provides growth and opportunity along with financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to investing in and actively working to strengthen the communities we serve.
We recognize the value of a diverse workforce and embrace inclusion and diversity of culture, thought, and experience.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.
“Ranked #1, America’s Best Employers for Diversity” (Forbes Magazine, 2018)
“A World's Most Ethical Company” (Ethisphere Institute, 2017 – 4th Consecutive Year)