Client Portfolio Manager

Company: Fanning Personnel
Location: Boston
Posted on: March 24, 2025

Job Description:

Job Responsibilities:

• Primary relationship resource for a subset of our largest and most important existing Solutions relationships.
• Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support once the client has invested with the firm.
• Assist advisor teams with more complicated transition situations (typically tax related). This work could include both the upfront analysis but then also the actual implementation where the individual would work with client service, operations, and trading to ultimately get one or more accounts invested properly.
• Handle incoming calls and emails from advisors and the firm sales force related to separate account strategies and our process and implementation.
• Assist the portfolio management team with the onboarding of new managers who are providing model portfolios for implementation by the firm.
• Collaborate with portfolio management colleagues on product development projects.
• Help with ad hoc reporting.Qualifications:
• 5+ years' experience supporting investment management strategies.
• Undergraduate degree. Progress towards CFA designation or desire to pursue strongly preferred.
• Eloquent and persuasive communicator (verbal and written).
• Strong technology skills. Prior experience with financial technologies (FactSet, Bloomberg, Morningstar, etc.), coding and advanced Excel skills, viewed favorably.
• Ability to think critically and research and analyze data.
• Outstanding client service/interpersonal skills.
• Demonstrated organizational skills and attention to detail.
• Ability to work on multiple issues/projects simultaneously.Required Years of Experience:5Additional Info:For more information, contact Lynnlynn@fanning-boston.com
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Keywords: Fanning Personnel, Boston , Client Portfolio Manager, Executive , Boston, Massachusetts