Portfolio Manager - Meyer Capital Group

Our Story

Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer's grandfather started the firm.

Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group's mission is our motto : Commoda Tua Ante Nostra, "Your Interest Before Ours."

As a fee-only fiduciary financial planning and investment firm, Meyer Capital Group wants to understand the needs of each client and help deliver a great customer experience that leaves a lasting impression.

For more than five decades, Meyer Capital Group has been a firm people count on to preserve and grow their wealth. Currently, we provide services for client assets around the globe, totaling well over $1 billion.

Our team combines one-on-one personal attention with state-of-the-art technology to deliver a comprehensive investment management experience for each one of our clients.

We are looking for a Portfolio Manager to join our team. You will report to the Chief Operating Officer. #LI-Onsite

What You'll Do

• Maintain in-depth, daily knowledge of the global economic events, trends, and market conditions, including the securities markets and individual securities
• Contribute to the formation and adjustment of our tactical strategies and decisions, bringing thoughtful perspective, insight and opinion to the discussions
• Provide constructive criticism of peer presentations and make recommendations that help improve the investment process, decisions, and long-term results
• Contribute to the long-term evolution of our investment process, identifying opportunities that may contribute to client portfolios, maintain our competitive advantage, and provide fresh perspective on the ever-changing market environment, investment vehicles, and tactical strategies
• Use a variety of tools including MCG Investment Matrix, Tamarac Reporting, Tamarac CRM (or Salesforce), Schwab Institutional Website, other internet sources and internal communication with Investment Committee
• Field daily calls from assigned clients regarding all aspects of portfolio management and offer other advice based on client requests
• Contact assigned clients to discuss all aspects of portfolio management as described above; Use conversations (review of their overall allocation) to identify the potential for new investment from these existing clients.
• Maintain understanding of current and future market conditions by using sources such as : Wall Street Journal, Barrons, Financial Times, Magazines, Software / Databases (Morningstar, Zacks, etc.), etc.
• Meet with selected clients to discuss modification to portfolio strategy, financial planning and tax scenarios
• Implement client account changes by entering trades using Schwab Institutional Website. Ensure required documentation is completed for each transaction
• Support marketing staff in the creation of prospect proposals and meetings
• Exceed our standards in supporting an exceptional client experience, serve as an important member of the client team
• Participate in "Center of Influence" activities and be an ambassador of the firm within the community
• Occasional travel for client / prospect / investment research activities

What You'll Bring

• 7+ years' experience in Wealth Strategy / Investment Management space
• Experience working with HNW families with professionalism to engage them in investment conversations.
• Bachelor's Degree
• CFP, CFA or MBA highly preferred
• Series 63, 65 or 66
• Demonstrated interest in, and knowledge of, finance, economics and global capital markets
• Strategic thinker, implementing both qualitative and quantitative methods
• Resourceful in analyzing and solving problems
• Demonstrated oral and written skills to communicate with clients, their advisors, and fellow colleagues - both in-person and through different media
• Thoughtfully handle confidential information and sensitive situations, you will require demonstrated poise, tact and diplomacy
• Well-developed presentation skills
• Intermediate to advanced skills across the Microsoft Office suite - Excel, PowerPoint, Word, and Outlook
• Knowledge of Salesforce, Tamarac (portfolio accounting software), Factset, Bloomberg, Schwab Institutional website, and Fidelity Institutional website a plus
• Recognize the priority of compliance within the securities industry and the importance of our compliance related policies and practices

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• Student loan assistance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Basic Life and Accidental Death & Dismemberment Insurance
• Company-paid Long- and Short-term Disability Coverage
• Charitable Gift Match Program
• Pet insurance

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations.

Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th.

rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER : Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.

S. work authorization now or anytime in the future.