Senior Portfolio Consultant

Job Summary:

• Serve as a key point person for executing investment implementations for complex portfolio transitions and high net worth clients.
• Support newly acquired firms assimilating to the investment platform and collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading.
• Drive organic growth by developing investment deliverables for prospective clients and providing insights to optimize portfolios.

Essential Job Functions:

• Deliver concierge-level service and communication, ensuring excellent experiences for Wealth Advisor Teams.
• Demonstrate comprehensive knowledge of capital markets, portfolio design, and complex investment vehicles including public and private markets.
• Manage efficient processes and workflows, coordinating improvements and meeting Service Level Agreements for portfolio implementations.

Required Knowledge, Skills, and Abilities:

• Bachelor's degree preferred in Business, Economics, Psychology, or Finance; CFP and/or Series 65 required.
• Minimum 4 years of financial industry experience, working knowledge of Orion and Morningstar preferred.
• Advanced MS Excel skills, strong problem-solving, analytical, and organizational abilities with high attention to detail.

Benefits:

• Company-paid basic life, AD&D, short-term and long-term disability, plus supplemental insurance options.
• Three Cigna medical plans, Kaiser in California, HSA with company contributions, dental, vision, and dependent care savings.
• 14 company-paid holidays, generous PTO, paid parental leave (8 weeks), maternity benefits, adoption assistance, and 401(k) with match.