Job Description
Job DescriptionDescription:
The Tactical Strategy Associate primarily assists senior members of the Tactical Strategy Team to ensure all client accounts properly reflect desired portfolio targets.
Requirements:
Key job responsibilities include but are not limited to:
- Assist Destination Wealth’s Tactical Strategy Team with trading client accounts
- Provide recommended allocations to clients for non-managed accounts based on current Destination portfolios
- Conduct audits of key portfolio variables to ensure compliance with designed portfolio constraints
- Free up cash within client accounts to meet client withdrawal needs
- Reconcile actual trading activity with intended trades to ensure accuracy
- Backup more senior members of the Tactical Strategy Team as required
- Able to assist in block trade cash free ups when needed
- Assist with trading during tax loss harvest season
Candidate Characteristics
- Accepts personal ownership for commitments and goals
- Absolute attention to detail and reliability
- Ability to thrive in high pressure situations and successfully complete activities with very tight deadlines
- Team player
- Professional conduct with peers
- Enthusiasm to provide world-class service to Destination Wealth Management’s clients
- Ability to organize and prioritize in a timely manner
- Willingness and flexibility to expand knowledge and expertise
- 4-year college degree preferred
- Advanced Microsoft Excel skills
- 3 or more years’ experience working with an independent RIA a plus
- Knowledge of Schwab Institutional, Orion and Salesforce preferred