Sr Investment Strategist--Wealth Management Bellevue, WA

Sr Investment Strategist--Wealth Management

 
Job ID: Job-2022       
Job Title:      Sr Investment Strategist--Wealth Management    
location:       Bellevue, WA   
Jobtype:        Permanent      
Rate:   $170K - $200K  
Primary Skills:        
Description:    Manage and grow a large, existing book of business in the Bellevue office. The ideal person will have 10+ years of experience managing large and complex investment portfolios for fiduciary and agency accounts. Will be responsible both for growing the business through leading the sales effort in conjunction with other Private Bank Team Members and directing the execution of investment strategies for new and existing clients. 

Develop, recommend and direct execution of investment strategies for a group of clients. The Strategist will have broad investment strategy authority and will be able to act independently within established investment policy guidelines to manage our largest and most important client accounts. Work with other team members to develop investment strategies based on the firm s investment management philosophy and client objectives. 

Additionally, Serve as a public spokesperson for the Investment Management business and serve as a leader and advocate for Investment Management. 

Minimum Qualifications 
10+ yrs experience providing portfolio management services to clients with accounts in excess of $5MM. 
Significant experience in business development (acquiring & retaining) high net worth clients. 
Comprehensive understanding of and ability to apply economic and capital markets research through risk mitigation strategies. 
Working knowledge of fiduciary issues/matters relating to investment management/advisory. 
Ability to work effectively in a team-based wealth management environment. 
Ability to mentor junior staff and work in a team environment. 

Preferred Skills 
CFA strongly preferred 
Undergraduate degree in Finance, Accounting, Economics or related field 
MBA preferred 
Strong centers of influence 
Local market knowledge 

Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. I will only respond to resumes that demonstrate a fit for the role. 

NO RELOCATION. ONLY THOSE AUTHORIZED TO WORK IN THE US. VISA TRANSFERS ARE NOT AVAILABLE AT THIS TIME. NO 3RD PARTIES. NO OVERSEAS RESUMES, PLEASE. 
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