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Wealth Management Investment Consultant
First Horizon National Corporation
Memphis, TN, United States
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Description
Position Description
• FTB Advisors, the wealth management arm of First Tennessee Bank, provides integrated wealth management services to individuals, families, endowments, foundations, retirement plans and corporations across the United States with a concentration in the Southeast and Mid-Atlantic Regions. With assets under administration in excess of $15 billion, we are the largest provider of asset management and trust services in the state of Tennessee.
• The FTB Advisors Senior Portfolio Strategist, Memphis, will assist in the development, oversight, investment management and administration of fiduciary assets in west Tennessee. The position reports to the FTB Advisors Chief Investment Officer.
• Duties & responsibilities
◦ Investment responsibilities:
Development of investment policy statements for prospective clients
Security selection, portfolio construction and performance reviews
Participate in the Portfolio Strategist Forums
◦ Assist Financial Advisors, Business Development Officers and Trust Officers in preparing and presenting proposals and performance reviews
This is a client facing role with an emphasis on business development
The successful candidate will demonstrate their ability to communicate our investment philosophy and process both internally and externally
The Memphis Portfolio Manager will serve as a local “ambassador” representing both the Trust and RIA businesses
Requirements
Requirements
• 10 years investment management experience, or
• MBA with a concentration in finance, or
• CFA charter holder, or
• Certified Financial Planner with 5 years portfolio management experience
• Experience with SEI trust platform
• Familiarity with National Financial’s Envestnet/PMC platform
• Familiarity with Zephyr and Bloomberg analytics
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