Senior Managing Advisor, Portfolio Management

Description & Requirements

Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager.

How you will contribute:

• Join our Kansas City team and assume portfolio management responsibilities in an established private client practice.
• Acquire an understanding of portfolio management philosophy, systems, software, and tools.
• Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience.
• Participate in business development opportunities to grow assets under management.
• Prepare and execute rebalancing recommendations.
• Perform prospect portfolio analysis and create portfolio reviews.
• Develop transition plans for new clients with existing portfolios.
• Prepare client specific research, analysis, and reports as needed.
• Complete required annual compliance reviews for all assigned accounts.

We are looking for people with Forward Vision and:

• Acquire an understanding of the resources and tools used in investment research and strategy decision-making processes.
• Support the Forvis Mazars Investment Committee through sub-committee membership.
• Participate in analyzing market and economic factors, potential changes to portfolio strategy, and specific investment opportunities.

Minimum Qualifications:

• 10 years of industry experience
• Bachelor's degree required
• CFA Charterholder

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