Job Description:

JOB SUMMARYCreative Planning's Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager's primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax harvesting reviews, opportunistic rebalancing and cash investment needs. A successful Investment Manager will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below. JOB DUTIESResponsible for all trades, distribution requests, and management to the strategy intendedSetup new client accounts in portfolio management software and implement strategyManage the accounts by reviewing each week for tax harvesting, opportunistic rebalancing, cash investment needs, cash generation, and distribution needsPerform manual reviews for trading opportunities & document portfolio comments in the CRMCreate Annual Review Packets for Wealth Manager Annual ReviewsCreate Detailed Recommendation Packets as requestedCreate Allocation Review Packets as needed for new account implementationPerform daily reviews for available cash to invest from daily deposit reportsPerform daily reviews for risk issues as assignedPerform daily reviews for any NSF issuesManage integration with the ByAll Account platform and monitor investment optionsImplement changes to iRebal cash need reviewsImplement changes to iRebal strategy implementation reviewsReview iRebal positions marked DO NOT SELL and confirm accuracy before placing tradesCommunicate with both clients and advisors to explain trades and answer questions regarding investment philosophy and its implementationPrepare and send one-time Orion reports requested by clients, advisors and plannersDevelop one-time recommendations for outside accountsREQUIRED EXPERIENCE QUALIFICATIONSBachelor's degreeThree years finance, trading or other relative financial services experience necessarySeries 65 (or equivalent substitute) attained within 120 days of hireMutual fund, equity or bond trading experienceTECHNICAL SKILLSMS OfficeiRebal experience preferredOrion experience preferredPOTENTIAL ADVANCEMENT OPPORTUNITIES & REQUIREMENTSMust be successful in Investment Manager role for 2 years to be considered for:Senior Investment Manager - Investments & Trading teamOption trading specialist, Non-Discretionary accounts trading specialist, Alternative Asset trading specialist, Fixed Income trading specialist or International trading specialist - Investments & Trading teamFinancial Planning Associate - Financial Planning teamEmerging Wealth Advisor Associate - Emerging Wealth team