Join Purpose Unlimited as a Portfolio Manager, dedicated to building trust and personalized investment solutions for clients. This role emphasizes proactive service and relationship-driven portfolio management.
As a Portfolio Manager, you will be crucial in managing partner relationships at Purpose Unlimited. Your responsibilities will include meeting with advisors regularly and crafting tailored portfolio strategies that reflect genuine client needs. You will engage various teams to enhance service delivery while ensuring your growth targets are consistently met.
Key Responsibilities:
• Serve as the initial point of contact for partner firms
• Schedule and conduct portfolio and business performance reviews
• Create customized portfolios focused on client empathy
• Collaborate to address complex client investment needs
• Exceed growth and retention targets effectively
Requirements:
• CFA or CIM designation required
• 3-5 years in client-facing portfolio management
• Solid record of exceeding key performance indicators
• Bachelor's degree in Finance, Economics, or similar
• Excellent relationship management and advisory skills
Lead purposeful change in portfolio management with Purpose Unlimited and foster strong client partnerships.
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