Senior Investment Strategist

Senior Investment Strategist, Vice President, Wealth Management
Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other internal colleagues to reach comprehensive client solutions. The role will have a direct involvement in business development is expected to work effectively alone or as part of a team to successfully achieve, and preferably exceed, new business goals. Active participation in client and events and community involvement is expected.

Position Competencies
Successful incumbents possess ethics and value, outstanding listening, communication and presentation skills and a strong knowledge of Wealth Management, the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio Theory, risk-controlled asset allocation and cash flow analysis and understanding the global economy, global financial markets and investment implications of specific events and data, strong organizational and problem-solving skills, and a drive for results.

Position Responsibilities:

• Maintain and promote organizational and ethical norms in internal and external business conduct.
• Maintain a current understanding of Comerica's Investment Policy Committee's outlook, asset allocation guidelines.
• Manage an existing book of business in accordance with each client's investment policy statement, consistent with Comerica's asset allocation and investment policy guidelines.
• Maintain thorough understanding of Comerica's proprietary strategies and open architecture platform.
• Maintain knowledge of domestic and international financial markets.
• Maintain a working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed tax laws.
• Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk-controlled asset allocation analysis, the generation of an investment policy statement, and proposal as well as incorporating only approved products and investment managers and conducting quality client reviews consistent with goals-based investing.
• Develop and execute a comprehensive transition plans for a new client's investments.
• Communicate regularly with clients to remain updated on relevant personal and financial issues, utilizing this information to form investment management decisions.
• Develop, maintain and grow client relationships.
• Actively participate in community organizations to build referral networks and source new business opportunities.
• Achieve sales production goals.

About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.