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Citizens Clarfeld Investment Specialist in Tarrytown, New York

Description

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Investment Manager is responsible to meet with the firm's prospects and clients to articulate Clarfeld I Citizens Private Wealth’s investment views, portfolio positioning, strategic asset allocation decisions, tactical investment trades and reallocations as well as macroeconomic viewpoints and industry updates. In addition, he or she should be well versed in the firm’s market views, overall investment outlook and strategic asset allocation. Furthermore, the candidate should possess a high proficiency and understanding of the firm’s current investments; inclusive of process, strategy, underlying portfolio characteristics, current & historical performance and ongoing market and asset class developments. Investment Managers will also play a critical role in assisting Private Wealth Advisors and Wealth Advisors in the generation of new business opportunities for the firm. The chief focus will be on development of investment management and corresponding AUM opportunities, in addition to providing issue recognition on other wealth advisory opportunities, including; Financial Planning, Trust & Estate Advisory, Tax Compliance and Planning, Risk Management and Insurance, Wealth Concierge and Cash Management, Deposit & Lending, and Trustee Services. Investment Managers will ensure the appropriate client solutions are being delivered in a client-facing capacity, leading presentations as the development of the necessary proposal materials to support ongoing discussions. Investment Managers will be held accountable to quarterly and annual AUM growth objectives that correspond to the broader objectives of the firm. The role will require mentorship of other client facing members of the team as well as the transmission of the best-thinking and thought leadership of the Investment Policy Committee, monitoring the proper delivery of the firm’s value proposition within the field. In addition to this responsibility, the Investment Manager will be responsible for client servicing of all investment clients currently assigned to their oversight, providing necessary asset allocation, portfolio trading, market insights to clients. This also lends itself to ongoing client meetings and conversations to review investment performance and compliance to current investment objectives and necessary policy statement provisions.

Qualifications

• Bachelor’s Degree

• 7+ Years of related investment experience

• Experience in High Net Workth and Ultra High Net Worth client facing roles

• CFA Charterholder; CFP Designation and/or desire to pursue credential preferred

• Experience at top tier investment firm preferred

Preferred:

• Seasoned investment professional focused on delivering exceptional client service

• Desire to drive exceptional outcomes with results orientation and attention to detail

• Record of success as a self-starter capable of taking a leadership roles

• Team-orientation with strong ability to multi-task and manage time appropriately

• High emotional intelligence and appreciation for diversity of thought

• Excellent verbal and written communication skills

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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