Wealth Management Firm in Louisville, Kentucky is seeking a Senior Portfolio Manager to lead investment division.

• Provide investment advice to HNW individuals, family members, and associated trusts/entities
• Engage, mentor and lead junior staff
• Lead internal investment process, asset allocation, security selection, etc.
• Must have broad based investment background
• Build consensus around investment process/philosophy
• Strong communicator with an ability to educate clients in investment principles ($3mm - $140mm clientele)
• Extensive client contact
• Not new business oriented; focus is on maintaining and developing current clients
• 10+ years’ experience
• CFA preferred
• Familiarity with investment software/technology - ability to implement new systems and best practices is a plus
• Strong growth potential
• Compensation package includes Equity opportunity
  

Relocation Assistance Available