Ams Overlay Portfolio Reviewer

Willenborg Wealth Management

Saint Petersburg, FL, US
Base salary components included; + compensation ma...
Hybrid
Tax-optimized model portfolio overlay execution
Multi-sleeve account management with trading discretion
Knowledge of equities adrs etfs ucits and mutual funds
This role involves reviewing and implementing tax-optimized model portfolio overlays on managed account platforms using various exchange-traded products

Job Summary

  • This role involves reviewing and implementing tax-optimized model portfolio overlays on managed account platforms using various exchange-traded products.
  • The position requires daily management of multi-sleeve accounts with trade discretion held away from Raymond James on some sleeves.
  • Candidates will benefit from a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings options.

Matching Summary

This role involves reviewing and implementing tax-optimized model portfolio overlays on managed account platforms using various exchange-traded products.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Tax-optimized model portfolio overlay execution
  • Multi-sleeve account management with trading discretion
  • Knowledge of equities ADRs ETFs UCITs and Mutual Funds
  • Data validation and transmission with tax overlay vendors
  • High-level account reviews to ensure investment objectives

Nice-to-have

  • Intermediate Excel experience for transaction calculations
  • Personal resilience in fast-paced customer service environment
  • Ability to work independently and collaboratively within a team
  • Strong analytical skills to resolve complex account errors

Key Requirements

  • Bachelor's degree in Accounting Business Administration or Finance
  • 13 months to 3 years of general experience
  • Securities Industry Essentials Exam (SIE) certification
  • Tax Credit Specialist (TCS) certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter