Investment Manager Specialist Full Time NEW

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients’ vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

Lead with Purpose. Partner with Impact.

This is an advanced professional role requiring high skill with extensive knowledge of the business and a high level of proficiency. Oversees the management of investments for the largest and most complex fiduciary (irrevocable and revocable trust) and/or investment management accounts in support of Trust business objectives.

What You’ll Do: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

• Participates with Trust Officers, Financial Advisors, Investment Committee members and clients to develop high quality investment strategies/solutions based on management philosophy and customer objectives.
• Works independently with only administrative supervision and with the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer/leader needs to be consulted.
• Wide latitude for independent judgment and is expected to provide guidance, cross-training and mentorship to others.
• Delivers high quality service to Trust Officers, Financial Advisors, other internal partners and clients.
• Ensures execution of investment strategies to maximize returns commensurate with an acceptable level of risk.
• Performs investment research, stays informed of developments in securities markets, and confers with tax attorneys, accountants, Trust Officers, Compliance/Legal, etc. to determine legal consequences of investment decisions and resolve account problems.
• Participates in initial and ongoing due diligence for external parties utilizing Arden Trusts trustee services.
• Assists in all aspects of investment management activities for a dedicated group of accounts, including oversight of day-to-day management and monitoring of investment portfolios.
• Discusses portfolio positioning, securities held and general market and economic conditions with Trust Officers, Financial Advisors and clients.
• Cultivates and retains new trust and investment management accounts.
• Identifies issues and problems, responding quickly and decisively.
• Analyzes complex problems and identifies appropriate solutions, with contributions towards shaping and refining best practices for the firm.
• Provides advice and guidance to clients and trust personnel.
• Ensures compliance and consistency with company investment policy provisions.
• Analyzes ongoing performance of portfolios and underlying securities.
• Participates in initiatives requiring deep functional expertise.
• Other related duties as assigned or needed.

What You Bring: This will be the minimum requirements, in bullet points, & always have a quantitative number i.e. 5+ years of experience in…

• Bachelor’s degree in Business Administration, Finance, or Economics or other related discipline or the equivalent combination of education, training, or work experience.
• 15+ years Portfolio Manager experience.
• Ability to form opinions on markets, individual securities and quality of investment strategies and managers.
• Excellent problem solving, independent decision making, analytical and time management skills managing multiple tasks/deadlines for self and others.
• Ability to work in a fast paced, high-pressure environment either independently or within a team.
• Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g. executive, management, individual contributors) including the ability to communicate complex ideas and solutions to trust administrators and end clients in terms that are understandable.
• Strong work ethic and attention to detail.
• Proficiency in Microsoft Office software is essential and experience with Trust Accounting / Compliance systems is required.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.