Current Opportunities at Imperial Fund

Job Location: Corporate Office in Fort Lauderdale, FL

Description:

Imperial Fund Asset Management LLC is a Florida-based registered investment adviser providing comprehensive financial solutions for institutional and individual investors. The firm specializes in tailored investment management, wealth planning, insurance solutions, and private credit funds. Imperial Fund partners with asset managers, insurance companies, family offices, and global investors to deliver strategies that maximize returns, manage risk, and support long-term financial goals.

As a Private Wealth Manager - U.S. & Global HNW Clients, you will lead investment strategy and portfolio management for high-net-worth clients, provide strategic wealth planning and cross-border advisory services, oversee regulatory compliance and account operations, and represent the firm while maintaining strong client and partner relationships.

Core Responsibilities:

• Lead investment strategy and asset allocation for a global book of high-net-worth (HNW) client portfolios;
• Conduct macroeconomic, industry, and sector analysis to inform portfolio decisions;
• Participate in the firm’s investment committee to shape firm-wide portfolio decisions;
• Design and maintain investment policies, product selection standards, and allocation models for client and fund-level strategies;
• Oversee portfolio and fund-level investment decisions, trade execution, and rebalancing across custodial platforms, ensuring alignment with client objectives, risk profiles, and investment policy;
• Ensure adherence to U.S. and international regulatory standards, including SEC, KYC, AML, FATCA requirements and applicable international regulatory requirements;
• Advise clients on portfolio strategy, financial planning, and insurance-based wealth protection;
• Manage client onboarding and coordinate account operations with custodians;
• Supervise and mentor junior advisors and analysts to uphold high standards of advisory and operational excellence;
• Prepare customized investment proposals, presentations, and performance reports for clients and prospective clients;
• Represent the firm at investment forums, industry events, and client meetings, including international travel;
• Maintain and build strong relationships with clients, partners, and service providers across multiple jurisdictions, serving as a key point of contact for cross-border wealth management needs.

Minimum Qualification:

• Master’s Degree in Finance, Economics, or a closely related field (Foreign equivalent degree is acceptable);
• At least 7 years as a financial manager (investment and insurance management); financial and insurance advisor.
• Licenses and certifications required: FINRA Series 65; FINRA Securities Industry Essentials (SIE) Exam; Life, Health & Variable Contracts Insurance License; Active progress toward CFA (Level I passed);
• Experience in portfolio management and trading platforms such as Charles Schwab (iRebal), Interactive Brokers (TWS);
• Familiarity with financial planning tools such as RightCapital and eMoney Advisor;
• Familiar with insurance systems like Pacific Life’s SS&C-powered CRM;
• Extensive experience using Microsoft Office tools (Excel, PowerPoint, Word);
• Working knowledge of Microsoft Power BI;
• Domestic and international travel required 1-2 times per month (approx. 15-20% of job function).

We Offer:

• Competitive salary and benefits package;
• Great Corporate events;
• Career growth and advancement opportunities;
• Health benefits;
• 401(k) Plan;

This is an on-site position only at our corporate office in Fort Lauderdale, Florida.

Equal Opportunity Employer
At Imperial Fund Asset Management LLC, we value diversity and are an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.

Reasonable Accommodation
If you require reasonable accommodations to participate in the job application or interview process, perform crucial job functions, or receive other benefits and privileges of employment due to a disability, please contact us to request accommodation.