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Careers

Careers at Springside Partners

Springside Partners welcomes your interest in working with us. Below are our current position openings. To respond to either of these positions, send cover letter and resume in PDF format by email to to Brenda Hood: bhood@springsidepartnersllc.com

Portfolio Manager

Job Description:  The Portfolio Manager will work closely with the Advisor, Senior Portfolio Manager and clients to manage, monitor, and maintain client portfolios. He/she will develop and research investment models, perform continuing due diligence on existing investments, and serve as a member of the Investment Committee.

 Job Duties:

  • Participate in client meetings. Make formal written and/or verbal recommendations based upon technical research and analysis, client financial profile and knowledge of industry guidelines
  • Work with Senior Portfolio Manager to establish parameters for advisory portfolios that align with Investment Policy Statement.
  • Perform trading and rebalancing of portfolio. Create systematic investing schedules as needed
  • Conduct analysis of market and economic trends with an emphasis on interpreting results in relation to maintenance of asset allocation strategy portfolios. Perform research to identify replacement mutual funds and ETFs as necessary
  • Actively participate as a member of the Investment Committee. Communicate new strategies and provide basis for changes including timelines. Guide other committee members in application of information to current strategies.
  • Conduct regular maintenance and review of Qualified Plan investment allocations and perform any required maintenance per guidelines
  • In conjunction with Senior Portfolio Manager, and in compliance with industry rules and guidelines, perform oversight as required to monitor portfolio drift and best execution details
  • Lead research projects as assigned by Advisor, Senior Portfolio Manager or Investment Committee
  • Utilize CRM to document all client conversations, changes to accounts and to track miscellaneous tasks

The Portfolio Manager is a senior level role with opportunities to mentor junior associates. This position has decision‐making authority on client matters and successful associates will earn more client responsibilities with experience and tenure.

 Skills and Experience:

  • Excellent written and oral communication skills
  • Client first attitude, professional demeanor, personal integrity and a strong understanding of fiduciary standards
  • Forward-thinking and ability to proactively gain insight into industry trends
  • Ability to multi‐task and manage time effectively
  • Self‐motivated, confident, detail‐oriented, and analytical
  • Willingness to take on additional operational responsibilities as needed
  • Familiarity with the Pershing, Albridge and Morningstar is a plus

Qualifications:

  •  Bachelor’s Degree from an accredited college or university
  • CFA designation and/or five years of portfolio management experience
  • 7‐10 years industry experience
  • Experience with high net worth clients and appropriate investment strategies

Salary and Benefits:

  • Pay/benefits are competitive based on industry standards
  • Bonus eligible
  • Benefits including 401(k)/profit sharing plan, health insurance, paid holidays, vacation and tuition assistance
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities, if applicable. Support amount will be determined by management each year

Cover letter and resume can be sent to Brenda Hood at BHood@springsidepartnersllc.com

Financial Advisor Associate

Job Description: Perform financial planning and a variety of client service tasks for assigned clients under the guidance of senior financial planner.

 Job Duties:

  • Create Financial Plans utilizing eMoney® program. Work closely with a given set of clients to gather documents and other required data. Assist with client presentation meetings, and responsible to implement decisions made during the presentation process.
  • Onboard new clients obtained by Advisor. Perform all client service functions including opening new accounts, processing account transfers and money movement.
  • Utilize Redtail CRM to monitor and communicate the status of assigned tasks to client, team and advisor. Thoroughly document all client conversations and detail account activity in Redtail.
  • Analyze reports and daily activity in advisory platform, take action necessary on required notices. Utilize LaserApp for form preparation. Assemble meeting materials including Albridge statements and where necessary request Albridge data revisions.
  • Interact effectively with clients in a variety of settings including client meetings, phone calls, email and when representing firm at client events.  Utilize client service skills to build trust and maintain strong relationships with all clients, with special attention to assigned clients.
  • Coordinate tax planning with CPA professionals, implement estate planning in conjunction with legal advisors.
  • Regular participation in team meetings. Proactively share ideas, and discuss solutions to common issues to increase team effectiveness and knowledge and to promote cohesive culture.
  • Project participation as necessary and other duties as assigned.

 Skills and Experience:  

  • Project professional appearance through proper business dress attire and positive client interactions
  • Excellent communication and follow- up skills, able to instill client confidence with successful outcomes
  • Team oriented performer with strong emphasis on attaining Team and individual goals for mutual success
  • Well -developed time management skills, flexible in balancing priorities to work effectively within deadlines
  • Strong interpersonal skills, can effectively participate in financial planning conversations with clients

 Qualifications:

  • CFP® certification, FPQP™ designation and/or Financial Planning degree preferred
  • Minimum 3-5 years + financial services industry experience
  • Experience with Pershing NetX360 platform, Albridge Wealth Reporting, RedTail and/ or eMoney® desired

Cover letter and resume can be sent to Brenda Hood at BHood@springsidepartnersllc.com

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