Portfolio Specialist - Covington, KY

Company Name:
Salary period: Annual
Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client's Account Executive. It is a direct customer contact role in which the Portfolio Specialist will have frequent customer contact to address the most complex managed account sales and client management needs. Specifically this includes Annual Strategic Reviews, risk mitigation, and acting as SAI's voice to the customer. Primary Responsibilities: Expertise on the managed money industry and Fidelity's product line including existing products and the launch of future products to meet client needs Each Portfolio Specialist is responsible for a book of 550 clients and approximately $300MM in Portfolio Advisory Services (PAS) AUM and $10MM in revenue Joint phone calls with Account Executives and clients for Annual Strategic Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities Pre and post sales conversations with client establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies Leverage effective practice management capabilities and consultative selling skills to manage a book of business on behalf Strategic Advisors, Inc. utilizing internal support resourc

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