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Senior Portfolio/Relationship Manager

Our wealth management division is seeking a relationship-oriented individual to serve as a Senior Portfolio/Relationship Manager. This position helps our clients protect, preserve, and grow wealth responsibility. This role works very closely with our investment advisors, clients, and other Portfolio/Relationship Managers. The ideal candidate will be partnering with our clients to understand their objectives and guide decisions to strategically meet the client’s ultimate financial goals. This person will need to have a strong understanding of the challenge’s families of wealth face. He or She would have a proven background in finance, paired with an ability to communicate complex topics in a manner easily understood by the lay person. This person will also coach, mentor, and lead a team of Portfolio/Relationship Managers.

Job Duties:

  • Build a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
  • Support 50-75 clients, take a leadership role in 10-20 client relationships
  • Independently provide investment guidance, and implementing strategies for clients
  • Own monthly financial modeling and database management responsibilities such as IPS Targets and portfolio monitoring to proactively identify opportunities
  • Master understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance
  • Master understanding of global markets
  • Use of independent judgement & decision making abilities as well as questioning decisions & probing deeper to ensure best decisions are made
  • Lead the Sendero® Guidance Process with clients
  • Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs
  • Ability to successfully discuss in-depth investment related questions
  • Collaboratively work with all areas of the firm ensuring client request and needs are executed in a timely manner
  • Full control in the Request for Proposals process
  • Take a leadership role in firm projects
  • Attend prospect presentations and assist in the on-boarding process
  • Attend marketing and business-related events as necessary and/or required

Qualifications:

  • A minimum of a bachelor’s degree preferred in business-related field (accounting, finance, economics, risk management, data analytics, data science or mathematics)
  • Required: 5+ years investment related experience
  • Strong knowledge of portfolio performance and rebalancing systems
  • Strong presentation skills in front of individuals and groups
  • Lead a team of Portfolio Managers by mentoring and coaching
  • Knowledge of Bloomberg and/or FactSet
  • Series 65 license is required and remain in good standing
  • Assume an active role in community board(s)

Competencies:

  • Experience with and/or knowledge of behavioral finance
  • Deep experience in serving families of wealth including Cash Flow Analysis, Income Protection, and Asset Protection
  • Deep understanding of asset allocation and how markets work
  • Ability to build trust and relationships with clients and their families
  • Ability to manage multiple tasks with acute attention to detail while working autonomously
  • Ability to consistently deliver results in a timely manner
  • Ability to simplify complex topics
  • Intellectually curious, team player with a desire to make a difference
  • The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation

How Your Work Impacts the Organization:

As a Senior Portfolio/Relationship Manager, your passion, expertise, and commitment to long-standing relationships will attract new clients while serving and retaining existing clients.

Beginning Your Sendero® Career:

Sendero® offers an opportunity to work in an exciting, fast paced environment with competitive salaries and a robust benefits package. Position is in San Antonio, Texas and offers a flexible work arrangement. Sendero® is an equal opportunity employer.

To apply, email your resume to hr@sendero.com. 

Apply Now

Job Duties

  • Build a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
  • Support 50-75 clients, take a leadership role in 10-20 client relationships
  • Independently provide investment guidance, and implementing strategies for clients
  • Own monthly financial modeling and database management responsibilities such as IPS Targets and portfolio monitoring to proactively identify opportunities
  • Master understanding of risk statistics and various other portfolio measurement tools to verify accuracy of investment strategies and benchmark performance
  • Master understanding of global markets
  • Use of independent judgement & decision making abilities as well as questioning decisions & probing deeper to ensure best decisions are made
  • Lead the Sendero Guidance Process with clients
  • Create asset allocation recommendations based on investment team’s asset allocation targets and clients’ needs
  • Ability to successfully discuss in-depth investment related questions
  • Collaboratively work with all areas of the firm ensuring client request and needs are executed in a timely manner
  • Full control in the Request for Proposals process
  • Take a leadership role in firm projects
  • Attend prospect presentations and assist in the on-boarding process
  • Attend marketing and business-related events as necessary and/or required

Qualifications:

  • A minimum of a bachelor’s degree preferred in business-related field (accounting, finance, economics, risk management, data analytics, data science or mathematics)
  • Required: 5+ years investment related experience
  • Strong knowledge of portfolio performance and rebalancing systems
  • Strong presentation skills in front of individuals and groups
  • Lead a team of Portfolio Managers by mentoring and coaching
  • Knowledge of Bloomberg and/or FactSet
  • Series 65 license is required and remain in good standing
  • Assume an active role in community board(s)

Competencies:

  • Experience with and/or knowledge of behavioral finance
  • Deep experience in serving families of wealth including Cash Flow Analysis, Income Protection, and Asset Protection
  • Deep understanding of asset allocation and how markets work
  • Ability to build trust and relationships with clients and their families
  • Ability to manage multiple tasks with acute attention to detail while working autonomously
  • Ability to consistently deliver results in a timely manner
  • Ability to simplify complex topics
  • Intellectually curious, team player with a desire to make a difference
  • The personal qualities of honesty, loyalty, humility, diligence, attention to detail, and analytical orientation

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