Head of Fixed Income Services
Bartlett Wealth Management
Cincinnati, ohio
The Head of Fixed Income Services leads the effort to deliver fixed income solutions for institutional and private clients. This role focuses on relationship management including implementation of fixed income strategies and ongoing portfolio management. Duties include client contact, portfolio performance review, marketing presentations, and portfolio maintenance and restructuring. Responsible for driving new business growth for fixed income focused clients including efforts with institutional clients. Works in close partnership with the Head of Fixed Income Solutions to analyze and select fixed income securities. Supports macroeconomic and fixed income discussions during weekly investment meetings in partnership with the Fixed Income Solutions team.
Position Responsibilities:
Business development and relationship management
- Drive relationship growth and new business opportunities for fixed income...