Team Leader - Portfolio Management FFA

As a Team Leader - Portfolio Management at Fulton Bank, your primary responsibilities include managing a team of investment management professionals, overseeing investment portfolios for various clients, and engaging in business development efforts. You’ll be responsible for setting team goals, coaching members, ensuring compliance with regulatory requirements, and enhancing client satisfaction through personalized investment strategies and effective performance monitoring.

To qualify for the Team Leader - Portfolio Management role at Fulton Bank, candidates must hold a Bachelor’s Degree in Business Administration, Finance, or Economics, with a Master’s Degree being preferred. Additionally, having at least ten years of investment management experience, along with three years in a supervisory role, is essential. Certifications like Chartered Financial Analyst (CFA) are also favored for this position.

At Fulton Bank, we believe in continuous learning as a core part of our culture. As a Team Leader in Portfolio Management, you’ll have access to various professional development opportunities, including training sessions, workshops, and mentorship programs that allow you to enhance your skills, stay updated with industry trends, and foster both personal and professional growth.

The salary range for a Team Leader - Portfolio Management at Fulton Bank is between $136,000 and $226,600 annually, depending on your experience, qualifications, and geographic location. This role may also offer additional compensation components like restricted stock units and incentive plans based on personal and company performance.

As a Team Leader - Portfolio Management at Fulton Bank, you will enjoy a comprehensive benefits package. This includes medical plans, flexible spending accounts, dental and vision insurance, a 401(k) program with employer match, paid time off, and support for educational growth. Additionally, Fulton Bank promotes wellness initiatives and provides maternity and parental leave, making it a great place to work.

In managing and motivating my team, I focus on establishing clear goals and providing ongoing feedback. I believe in fostering an environment of open communication, where team members feel valued and engaged. Additionally, I encourage professional development and celebrate individual and team successes to boost morale.

My approach to investment portfolio management involves thorough analysis of client objectives and market conditions. I prioritize creating tailored investment strategies that align with clients' goals while constantly monitoring performance and making necessary adjustments. I also emphasize transparency in communication with clients about strategy updates and performance evaluations.

To effectively handle compliance and regulatory changes, I stay informed through continuous education, compliance training, and a strong network within the industry. I ensure that our processes are adaptable and that my team receives regular updates on relevant regulations, allowing us to ensure compliance across all activities and maintain client trust.

In a previous role, I encountered a conflict between team members regarding differing investment strategies. I facilitated a meeting where each member could present their views. By encouraging open dialogue, we reached a consensus that incorporated elements from both strategies, ultimately enhancing collaboration and leading to a more robust investment approach.

I use a mix of quantitative and qualitative metrics. This includes performance against benchmarks, risk-adjusted returns, and client feedback. I regularly review portfolio allocations and adjust based on market trends, ensuring we meet clients’ risk tolerance and investment objectives.

Building new client relationships begins with understanding their unique needs and financial objectives. I engage in active listening and leverage an effective referral network to introduce our services. I emphasize the value proposition of Fulton Bank by illustrating how our investment strategies can benefit them in achieving their financial goals.

My leadership style is collaborative and supportive. I believe in empowering my team by involving them in decision-making processes and valuing their input. This creates a strong sense of ownership and encourages innovative thinking, which is crucial in the ever-evolving financial landscape.

I prioritize effective time management and utilize advanced portfolio management tools to streamline tracking and analysis among different clients. Regularly scheduled reviews and delegating tasks to team members ensure that I maintain focus on all portfolios without compromising quality or client satisfaction.

Technology is integral to my investment management process. I utilize analytics software for performance monitoring and client relationship management systems to enhance communication. This efficiency allows me to focus on strategic decision-making and improve client engagement through timely updates.

I measure client satisfaction through regular feedback sessions and surveys that inquire about their overall experience and perceived value. Analyzing this feedback helps me identify areas for improvement and ensures that our services align with client expectations.