Portfolio Manager - Vp
CurrentAs a discretionary portfolio manager in Associated Bank's Wealth Management division, I spend a lot of time meeting with my clients to develop fully personalized investment portfolios. Although my current book of business has grown to over $200 million in AUM, the clients I work with range considerably in both type - including trusts, high net-worth individuals, local non-profits, charitable organizations, and company retirement plans - and account size - from a few thousand to over $20 million. The fiduciary obligation I am bound to ensures that every decision I make is solely in my clients' best interests. I take the responsibility my clients entrust to me seriously, and I aim to serve them with the greatest experience a money manager can.Additional responsibilities:- Provide ongoing and consistent communication to all clients. This includes regular portfolio performance updates, periodic meetings (in-person or video/voice calls), and market/economic information.- Manage ETF models. My duties working with these models include: making discretionary tactical re-balancing decisions; face-to-face investor communication through annual presentations; security research and analysis; development of a proprietary quant screen; production of internal and external marketing material.- Develop new business and expand customer relationships through active prospecting and creation of sales materials. - Represent Associated Wealth Management through active participation in Associated-sponsored, client-sponsored, and local charity-organized events (e.g. fundraisers, networking events, etc.)- Research and communicate US equity market and sector estimates on a weekly basis, especially during quarterly earnings reporting seasons.- Team leader of focus group aimed at addressing results of employee engagement survey. Coordinated ongoing meetings, established meeting agendas, and acted as liaison between team and executive leadership.
