Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Senior Portfolio Manager role is an executive-level position overseeing portfolio management for a trust firm in Oklahoma City, impacting client asset management across the state.
Responsibilities and impact
The role involves managing portfolios without sales or business development duties and requires occasional travel to Tulsa to support firm operations.
Experience and skills
Candidates should have a CFA designation and over 7 years of portfolio management experience; relocation assistance is available for exceptional candidates.
Work environment and culture
The firm is deeply established with a sole mission to serve its clients, indicating a client-focused and stable work environment.
Company information
The hiring company is a prestigious trust firm based in Oklahoma City, focused on client service in portfolio management.
Job location and travel
The position is based in Oklahoma City with occasional travel to Tulsa; relocation is possible for outstanding candidates.
Application process
Applicants can apply via the provided link or schedule a discussion through the recruiter's calendar link.
Unique job features
No sales or business development responsibilities distinguish this role from similar portfolio management positions.
Company overview
Financial Recruiters International is a specialized recruitment firm focusing on the financial services industry. They connect top-tier financial professionals with leading companies, offering services such as executive search, talent acquisition, and career consulting. Established in the early 2000s, the company has built a reputation for its deep industry knowledge and extensive network. They generate revenue through placement fees and consulting services, ensuring a tailored fit for both clients and candidates.
How to land this job
Tailor your resume to highlight your CFA certification and emphasize over 7 years of portfolio management experience, showcasing your leadership in managing investment portfolios without sales responsibilities.
Focus on your expertise in client-focused portfolio strategies and your ability to oversee large-scale portfolio management, aligning with the firm's mission to serve clients deeply and authentically.
Apply through multiple channels including Financial Recruiters International's corporate website, LinkedIn job postings, and any specialized financial career boards to maximize your application visibility.
Connect with current portfolio managers or executives at Financial Recruiters International on LinkedIn; use ice breakers like commenting on recent market trends or asking about the firm's approach to portfolio management in Oklahoma.
Optimize your resume for ATS by incorporating keywords such as 'Senior Portfolio Manager,' 'CFA,' 'portfolio management,' 'investment strategies,' and 'client service,' ensuring it passes initial automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume for ATS, and identify LinkedIn contacts for networking, allowing you to focus on preparing for interviews and strategic follow-ups.
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