Managing Principal Of Investments Managing Principal Of Investments …

Cliftonlarsonallen
à Mango, FL, États-Unis
CDI, Plein-temps
Dernière candidature, 07 juil. 20
Competitive
Cliftonlarsonallen
à Mango, FL, États-Unis
CDI, Plein-temps
Dernière candidature, 07 juil. 20
Competitive
Managing Principal Of Investments
Managing Principal Of Investments Tampa, FL/en-US/CLA/job/Tampa-FL/Managing-Principal-Of-Investments_R3369/apply

Managing Principal of Investments

At CLA we create inspired careers.

We recognize that not everyone wants to grow their career in the same way. Thats why CLA exists to create opportunities. We promise to know you and help you.

CLA is looking to hire an Managing Principal of Investments for our growing Wealth Advisory practice.

The MP of Investments will execute CLAs Strategy related to its investment platform including but not limited to fulfilling CLAs Implementation of asset allocation, manager research, and portfolio construction as well as the management of the offerings available to both Advisors and Clients. Directly helping CLAs investment advisors, he/she will create/deliver market intelligence and customized, goals-based planning to help individuals and institutional clients mitigate risk and grow their assets. Additionally, he/she will be measured on the firms annual goals related to three areas, Net New AUM, Total AUM and our retention of Assets of our existing clients as well as assisting with the firms strategic plan.

In addition to assisting with the development and implementation of CLA Wealth Advisorys investment process, the MP of Investments will create the platform and chair CLAs Investment Committee both the public and private investment platforms. They will provide insight with respect to the development of investment teams, the investment selection process, due diligence process for investments solutions and the adherence to policy and procedures. This involves assisting in the execution of the firms strategic priorities, providing thought leadership, industry leadership and team leadership across various CLA investment platforms, product offerings, economic/market research, consulting and reporting.

The MP of Investments will be a member of the CLA Wealth Advisory Leadership Team and will report to the Chief Wealth Officer of CLA Wealth Advisors.

Specific Objectives:

Oversee the Public and Private Investment platforms to ensure a thoughtful delivery of both investment solutions to clients aligning with the strategic priorities and long term goals

  • Improve Investment oversight and product lineup within Qualified Plan business
  • Execute CLA Market & Economic Outlook intentional correlation and/or connection back to CLA Wealth Advisory Investment solutions/portfolios for clients
  • Enhance the CLA Way of being a Wealth Advisor to assist existing and newly hired in being successful and creating a scalable consistent deliverable across regions/offices
  • Assist with CLA Proposal material for existing & prospective clients
  • Assist with Client interface Client Portal, Portfolio reporting and scalable automated deliverables of advisor/client communication
  • Assist with Strategic Partners BlackRock/DFA/Schwab/SMAs/Private GPs
  • Work with Compliance on improving Due Diligence process
  • Any other initiatives the leadership sets as priorities to further the One Firm/One Family success in CLA.

CLA exists to create opportunities for our people, our clients, and our communities.  We are a proud equal opportunity/affirmative action employer .  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.
 
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Posted TodayFull timeR3369

CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients enterprise value and assist them in growing and managing their related personal assets all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 US locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.

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CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
 

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

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