Senior Portfolio Consultant – Mountain or Pacific Time Zones

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement investment strategies for intricate portfolio transitions and affluent clients.

• Act as the primary contact for newly integrated firms adapting to the investment platform and models.

• Create investment materials for potential clients to foster organic growth.

• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

• Articulate investment philosophy and available investment strategies.

• Provide timely and proactive updates on portfolio implementation statuses.

• Deliver investment strategies and implementations for Wealth Advisor Teams.

• Lead discussions on various investment subjects.

• Assist new Portfolio Consultants in acquiring knowledge of the investment platform.

• Align Advisor implementation objectives with available investment strategies.

• Draft, assist with, and review analytics, proposals, and deliverables.

• Manage account configuration options, such as cash reserves, rebalancing frequency, and buy/sell restrictions.

• Utilize capital gains tax expertise to transition portfolios within desired time frames.

• Resolve portfolio inquiries and facilitate process enhancements.

• Oversee standardized workflows and investment procedures.

• Handle multiple concurrent portfolio implementations to meet or surpass Service Level Agreements.

• Review implementations against target portfolio goals.

• Supervise implementations for high net worth and ultra high net worth clients.

⛳️ Requirements

• Bachelor's degree from an accredited institution is preferred, ideally in Business, Economics, Psychology, or Finance.

• CFP® and/or Series 65 certification is mandatory.

• CFA or an advanced degree is preferred.

• At least 4 years of relevant experience in the financial industry.

• Familiarity with Orion and Morningstar is preferred.

• Advanced proficiency in MS Excel, including advanced data analytics, is preferred.

• Strong skills and experience in problem-solving.

• Excellent analytical and organizational abilities.

• Strong written and verbal communication skills with a highly collaborative mindset.

• Must be organized and detail-oriented.

• Ability to manage and prioritize multiple tasks effectively.

• Availability from Monday to Friday, 8 AM to 5 PM, with occasional early or late hours.

• A dedicated home office or professional work environment free from interruptions.

• Willingness to travel up to 10% of the time.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company paid Short-Term Disability, any supplemental Short-Term Disability, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan with Traditional and Roth options, per-pay-period match, and after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance at preferred employee rates.

• Basic technology requirements provided for the role.

• Eligibility for incentive compensation.