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Client Portfolio Manager, Municipal Bonds
Municipal Bond Client Portfolio Manager (CPM) role coordinates efforts with the investment team, product marketing, product management and product development. Responsibilities ??? Partner closely with Municipal Investment teams/leads and viewed as proxy Portfolio Managers. Meet with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products. ??? Provide updates on the overall financial market performance, economic trends and the firms economic outlook. ??? Develop and implement new/existing product strategies which include the identification of advisor/client needs, industry trends, development and expansion of product solutions, oversight of compliance/due diligence,
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