The Portfolio Strategist is responsible for serving as the investment relationship manager for selected high net worth and institutional investment management clients. The Strategist will function as the liaison between the CMG and clients. The Strategist will work with clients on investment policy development, asset allocation, manager structure, and performance analysis and reporting. The Strategist will serve as primary contact for client inquiries, review meetings, proactive and pre-emptive contact, knowledge of decision makers and other key members of the client relationship. The Strategist will also assist on new business opportunities with existing clients and prospects. The Strategist will work with First Citizens Trust Officers, Relationship Bankers, Private Client Managers and others to develop and work on client and prospect relationships.