Senior Portfolio Advisor

Job description

Role: The Senior Portfolio Advisor , North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting. Responsibilities: Requirements: - Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients. - Collaborate with field leadership on business development opportunities and strategic planning on business targets. - Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities - Participate in the investment process alongside the CIO Strategy team in forming vie...