Job details

Client Portfolio Manager (Retirement) - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The Client Portfolio Manager is responsible for helping retirement advisors with Defined Benefit (DB) plan clients. The responsibility includes helping with asset allocation, selection of prefabricated models, creating custom investment program, as necessary, based on investment policy statements of the DB plans, and help with trading workflow.

Essential Duties and Responsibilities:

Manage and build relationships with advisors and Defined Benefit (DB) plan clients
Review Investment Policy Statements (IPS) of DB plans, and develop a long-term strategic asset allocation plan working with the investment team that has the highest probability of meeting the plans goals at an acceptable level of risk
Review the long-term Capital Market Assumptions (CMA) produced by OneDigital and review current economic and market environments to decide whether a short-term tactical policy is appropriate for DB plans that’s more responsive to changes in financial markets
Help advisors select prefabricated investment models that are in alignment with the IPS of the plans
Create custom investment program, as necessary and select equity investments from the “BUY” list based on the risk score
Select the appropriate mix of fixed income from the managed sleeves for custom investment programs
Help advisors with trading workflow, and place trade orders, if necessary, working with the trading and investment operations team
Track performance of prefabricated investment models with respect to the DB plans’ investment objectives. Recommend changes and prepare reports
Monitor performance of the custom investment programs with respect to the DB plans’ investment objectives. Recommend changes and prepare reports
Help advisors prepare client presentations and review current economic environment, portfolio allocation and performance in client meetings, as necessary
Review Asset-Liability Management (ALM) of DB plans and seek SME opinions wherever necessary

Qualifications, Skills and Requirements:

The candidate must have a minimum of 7 years of experience in Retirement Asset Allocation, DB plan investment management
Investment and markets background
Superior communication skills, both written and verbal
Strong attention to details and analytically oriented
MBA, and a CFA designation highly desirable
Strong understanding of multiple asset classes, including equities, fixed income, real estate and alternative investments
Experience working with retirement advisors

Other:

The role requires a dynamic and vibrant personality. This person is a self-starter with a high sense of drive and a 100% high achiever mindset. Here are some personality traits that describe a perfect Client Portfolio Manager: Smart, Driven, Accomplished, Professional, Friendly, Self-assured, Helpful, Agile.

Thank you for your interest in joining the OneDigital team!