September 30, 2022

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[New Job Vacancy] job in The Pontem Group, (Morristown, NJ 07960) – Jobs in Morristown, NJ 07960

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Job Opening details:-
Company Name :-
The Pontem Group
Position Name :-

Company Location :-
Morristown, NJ 07960
Job Category :-
General

Full Job Description :-
The DOI will head investment strategy and portfolio management for the practice. They would work in conjunction with the Wealth Management Advisor and an investment operations team to bring forward a first class experience for clients. The DOI will be tagged into client meetings as the subject matter expert on all things related to the client’s investments. They will also be key thought leader on all portfolio design and take over proposals. In addition, the DOI may work on research, commentary and other projects.
Responsibilities:

This position will be responsible for the investment strategy and recommendations within the practice. This would include :
Working with the WMA to research and refine the investment strategy
Creating investment takeover proposals
Interact with clients as the subject matter expert on their portfolios, market and economic trends and benchmark performance
Conducting research and providing written commentary to clients
Creating executive summaries and talking points on client accounts
Monitoring and giving direction on how to trade accounts (rebalance, tactical tilts, tax loss harvesting)
Ensure the Wealth Management Advisor is briefed on planning and investment updates prior to meetings along with being able to interface with clients themselves to best explain analysis and recommendations in their situation. It is important for the director of financial planning to both understand how to read and input variables in a financial scenario along with being able to effectively communicate the output and recommendations of a plan to a client.
Other tasks may include:
Providing planning insights to the WMA and team members
Ensuring all client interactions are up to date in CRM system
Researching current regulations, tax law changes and other pertinent industry information to stay ahead of changes that can affect clients

Qualifications:

Bachelor’s Degree
Series 7 and 66 or CFA
Experience with portfolio management
Experience with client interactions
Excellent written and verbal communication skills
Passion and deep knowledge of the planning process and industry
Team player looking to make an impact on clients and in a practice

Job Types: Full-time, Contract
Pay: $115,000.00 – $135,000.00 per year
Schedule:

Monday to Friday

Ability to commute/relocate:

Morristown, NJ 07960: Reliably commute or planning to relocate before starting work (Preferred)

Education:

Bachelor’s (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)
CFA (Preferred)

Work Location: One location

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