The Tactical Strategy Associate primarily assists senior members of the Tactical Strategy to insure all client accounts properly reflect desired portfolio targets.
Job Responsibilities:
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
Education/Experience Requirements:
• 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
