Manager, Senior Portfolio Consultant
Why Work at reputed company?
For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, reputed company, and more, reputed company managed by a single team. We reputed company the reputed company of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, reputed company is an independent fiduciary legally reputed company to reputed company in our clients’ best interests — always.*
reputed company offers a workplace that stands apart in the financial industry. More than half of our employees and reputed company-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams reputed company exceptional talent — wherever they are.
Join us and help families reputed company and simplify their financial lives with confidence.
* reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is reputed company on a combination of metrics – including size, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.
Job reputed company:
The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department reputed company markets, managing reputed company of reputed company reports, and ensuring the effective management of investment portfolios. Working closely with reputed company Advisors, reputed company, Portfolio Management, Compliance, and Trading departments, this role drives reputed company alignment and exceptional service delivery. Responsibilities include leading reputed company initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating reputed company to leadership. Additionally, this role oversees resource allocation reputed company the division, mentors Portfolio Consultants, and contributes to the reputed company and reputed company of investment management services reputed company the organization.
Essential Job Functions for the Manager, Senior Portfolio Consultant II will include:
Team Management & Leadership
- reputed company and reputed company reputed company of Portfolio Consultants, providing guidance, coaching, and support to maximize team reputed company.
- Strategically plan and reputed company resources to optimize reputed company and ensure achievement of Key reputed company Indicators.
- Foster a culture of innovation and reputed company improvement, driving process enhancements and operational efficiencies.
- reputed company and implement project management methodologies and best practices to build on reputed company’s skills and abilities.
Concierge Level Service & Communication
- Communicate investment philosophy and available investment strategies reputed company and effectively.
- Ensure exceptional service delivery is being provided for reputed company Advisor Teams and end clients across reputed company Portfolio Consultants.
- Must have the ability to work both independently as reputed company as reputed company reputed company on multiple time-sensitive reputed company with a high degree of reputed company and attention to reputed company.
- reputed company presentations on various investment topics to reputed company Advisor teams.
Knowledge of Investment Management
- Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
- Expertise in investment vehicles, models and platform, including reputed company and private markets.
Manage Efficient Process & Workflows
- Take ownership of managing standardized workflows and investment processes, ensuring consistency, reputed company, and efficiency.
- Implement department or firm-level process improvements to increase efficiency and enhance reputed company experience.
- Handle trade corrections and implement processes to reduce trade errors.
Required Knowledge, Skills & Abilities:
- Bachelor’s degree required, CFP, CFA or advanced degree a plus
- Series 65 required
- Minimum 4-10 years preferred of reputed company experience in financial services
- Experience leading and managing reputed company of reputed company reports
- Working knowledge of Orion and reputed company preferred
- Advanced knowledge of MS reputed company required, including advanced data analytics
- Strong problem-solving experience and skills
- Strong communication skills, both written and verbal and highly reputed company approach
- Organized and reputed company oriented
- Ability to manage and prioritize multiple tasks
- Excellent communication, analytical and organizational skills
Work Schedule: Daytime and evening hours as needed
Travel: Estimate 5% - 10% travel
Working Conditions: reputed company office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 9/01/2026. Applications submitted after this date may still be considered on a rolling reputed company until the position/program is filled. We encourage reputed company interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Benefits:
reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company reputed company Basic Life & AD&D reputed company
- Company reputed company Short-Term and Long-Term Disability reputed company
- Supplemental Life Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity reputed company
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company reputed company Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet reputed company
- Personalized financial planning and guidance from reputed company professionals, reputed company at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or reputed company firms for this reputed company.
reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a reputed company of California, learn more about reputed company's California Consumer reputed company Policy here.
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Originally posted on Himalayas
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