Manager, Senior Portfolio Consultant

Accountabilities:

• • Lead, coach, and support a team of Portfolio Consultants, establishing clear expectations and helping team members maximize their performance and professional development.
  • Strategically allocate team resources and manage capacity to support key performance indicators, service requirements, and business priorities.
  • Foster a culture of continuous improvement and innovation by identifying opportunities to enhance processes, workflows, team capabilities, and operational efficiency.
  • Establish and apply effective project management methodologies and best practices across the team.
  • Ensure Wealth Advisor teams and end clients receive a high-quality, concierge-level service experience across all portfolio consulting activities.
  • Clearly communicate investment philosophies, portfolio strategies, and available investment solutions to internal stakeholders and clients.
  • Lead presentations and educational discussions on investment topics for Wealth Advisor teams.
  • Apply strong knowledge of capital markets, portfolio construction, and investment management across a range of investment vehicles, models, and platforms, including public and private markets.
  • Own standardized investment workflows and processes, ensuring accuracy, consistency, efficiency, and appropriate controls.
  • Identify and implement department- or firm-level process improvements that strengthen operational performance and enhance the client experience.
  • Manage trade corrections and develop processes designed to minimize errors and improve trading accuracy.
  • Analyze team reporting and operational metrics, identify bottlenecks, and communicate progress, risks, and opportunities to leadership.
  • Balance multiple time-sensitive initiatives while maintaining a high degree of accuracy, organization, and attention to detail.

  Requirements:

  • Bachelor’s degree required; a CFP, CFA, or advanced degree is a plus.
  • Active Series 65 license required.
  • Approximately 4–10 years of relevant financial services experience, preferably within investment management, portfolio consulting, or a related field.
  • Demonstrated experience managing and developing direct reports, with the ability to coach, motivate, and build high-performing teams.
  • Comprehensive understanding of capital markets, portfolio design, investment management, and portfolio implementation.
  • Strong knowledge of investment vehicles, investment models, portfolio platforms, and both public and private markets.
  • Advanced proficiency in Microsoft Excel, including data analysis and analytical reporting.
  • Familiarity with Orion and Morningstar is preferred.
  • Strong problem-solving skills and the ability to independently identify issues, evaluate alternatives, and implement practical solutions.
  • Excellent written and verbal communication skills, with the confidence to present investment concepts to Wealth Advisor teams and senior stakeholders.
  • Highly collaborative approach and ability to build productive relationships across investment, operations, trading, compliance, and advisory functions.
  • Strong organizational skills with the ability to prioritize multiple responsibilities and manage competing deadlines.
  • High level of accuracy, attention to detail, professional judgment, and ownership.
  • Willingness to work daytime and occasional evening hours as business needs require.
  • Ability to travel approximately 5–10%.

  Benefits:

  • Comprehensive employee benefits package supporting health, financial security, and overall wellbeing.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical coverage with multiple plan options, including High Deductible Health Plans and a traditional co-pay plan; Kaiser options are available in California.
  • Health Savings Account (HSA) with company contributions for eligible HDHP participants.
  • Two comprehensive dental plan options and vision insurance.
  • Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity coverage.
  • Dependent Care Savings Account.
  • 14 company-paid holidays, including a full week off around Thanksgiving.
  • Generous paid time off for vacation and sick leave.
  • Employee Assistance Program and Family Medical Leave.
  • 8 weeks of paid parental leave, with additional maternity benefits through company-paid disability and parental leave programs.
  • Adoption assistance reimbursement program.
  • Company-paid concierge services supporting a range of caregiving and personal needs.
  • 401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax contribution option.
  • Pet insurance.
  • Access to personalized financial planning and guidance from internal financial professionals at preferred employee pricing.