Manager, Senior Portfolio Consultant

Overview

This role oversees the Portfolio Consulting department within markets, manages a team of direct reports, and helps ensure effective investment portfolio management. The position partners closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to drive strategic alignment and high-quality service delivery.

Responsibilities

• Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
• Strategically plan and allocate resources to optimize capacity and help achieve Key Performance Indicators (KPIs).
• Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
• Develop and implement project management methodologies and best practices to build team capabilities.
• Communicate investment philosophy and available investment strategies clearly and effectively.
• Ensure exceptional service delivery for Wealth Advisor Teams and end clients across all Portfolio Consultants.
• Work independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Apply expertise in investment vehicles, models, and platforms, including public and private markets.
• Own standardized workflows and investment processes to ensure consistency, accuracy, and efficiency.
• Implement department or firm-level process improvements to increase efficiency and enhance client experience.
• Handle trade corrections and implement processes to reduce trade errors.
• Oversee resource allocation within the division.
• Mentor Portfolio Consultants.
• Resolve bottlenecks, analyze team reporting, manage day-to-day workflow, and communicate progress to leadership.

Requirements

• Bachelor’s degree required.
• Series 65 required.
• Minimum 4-10 years preferred of related experience in financial services.
• Experience leading and managing a team of direct reports.
• Advanced knowledge of MS Excel required, including advanced data analytics.
• Strong problem-solving experience and skills.
• Strong communication skills (written and verbal) and a highly collaborative approach.
• Organized and detail-oriented.
• Ability to manage and prioritize multiple tasks.
• Excellent communication, analytical, and organizational skills.

Preferred Qualifications

• CFP, CFA, or advanced degree.
• Working knowledge of Orion and Morningstar.

Compensation & Benefits

Base Pay Range

• $102,000 - $115,000 USD

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through an incentive compensation program.

Benefits

The organization offers a comprehensive benefits package, including:

• 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 offerings (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 if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for employees and loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match, plus an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from organization professionals offered at preferred employee pricing

Schedule, Travel, and Working Conditions

• Work schedule: Daytime and evening hours as needed
• Travel: Estimated 5% - 10%
• Working conditions: Professional office environment; sitting and standing; no heavy lifting over 10 lbs

Application Deadline

• Initial deadline for applications: 9/01/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Equal Opportunity

The organization is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The organization participates in E-Verify and complies with federal employment eligibility verification requirements.

Note on Agency Resumes

Unsolicited resumes from agencies and/or search firms are not accepted for this job posting.