Plan Management Manager-Tax Exempt
Voya FinancialSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries
Requirements
Candidates should possess a Bachelor’s degree in Finance, Economics, or a related field, and have at least five years of experience in portfolio management or financial planning. Strong analytical and research skills are essential, along with a thorough understanding of investment principles and market dynamics.
Responsibilities
The Planning & Portfolio Manager will be responsible for identifying opportunities within client financial plans to consolidate assets, improve risk-reward positions, and implement tailored investment solutions. They will conduct portfolio research and trading, manage client accounts and models, maintain market awareness, answer client questions, provide investment information, oversee variable annuity portfolios, manage client taxes, create investment commentary, and grow relationships with financial product partners, while adhering to firm planning philosophy and ensuring a cohesive client experience.
Skills
Northwestern Mutual
Provides financial security services, and wealth management
About Northwestern Mutual
Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.
Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees