of Responsibilities (Grades 312 & 314 Develop portfolio strategies based upon internally or externally implemented investment strategies, with a goal of meeting the long term performance objectives of the total fund. Generate and/or evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties an

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint