Manager, Strategic Client Solutions
ModernFi130,000 - 180,000 USD/year
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Wealth ManagementIndustries
Requirements
Candidates should possess 10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management, and a Bachelor’s degree is required; an advanced degree in a relevant field is preferred. A CFA designation is also preferred, along with deep expertise in portfolio construction, risk management, and quantitative methods, and a strong technical background with understanding of systematic investment approaches.
Responsibilities
The Portfolio Manager will lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches, design and implement quantitative investment solutions that deliver superior client outcomes, build and maintain systematic portfolio management processes and frameworks, create and communicate clear investment rationales and methodologies, collaborate with technology teams to implement and scale investment strategies, partner with client-facing teams to articulate investment approaches and portfolio decisions, and drive innovation in portfolio customization and tax management strategies.
Skills
Quantitative Investment Solutions
Portfolio Management
Tax-Aware Strategies
Direct Indexing
Systematic Portfolio Management
Financial Modeling
Investment Strategy Development
Collaboration with Technology Teams
Client Communication
Farther
Personalized wealth management and financial advice
About Farther
Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.
Key Metrics
New York City, New YorkHeadquarters
2019Year Founded
$114.8MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees