Portfolio Consultant

Overview

This role drives investment management services for Wealth Advisors. Serving as a primary point of contact for wealth management on investment and portfolio management, the Portfolio Consultant III consults on portfolio strategy and objectives, supports accurate completion of investment implementations, and helps newly acquired firms assimilate to the organization’s investment platform and models.

The position also supports organic growth by developing investment deliverables for prospective clients. Collaboration with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading helps ensure strategic alignment and high-quality service.

Responsibilities

Concierge Level Service & Communication

• Communicate investment philosophy and available investment strategies clearly and effectively.
• Provide proactive, timely status updates on portfolio implementations.
• Deliver an excellent experience to Wealth Advisor teams in developing and implementing investment strategies.
• Work independently and as part of 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.

Knowledge of Investment Management

• Support new Portfolio Consultants in developing core competencies within the investment platform.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Match advisor implementation goals with available investment strategies.
• Develop expertise in complex investment vehicles, models, and the platform, including public and private markets.
• Draft, support, and audit analytics, proposals, and deliverables for Wealth Management teams.

Manage Efficient Process & Workflows

• Troubleshoot portfolio inquiries using strong process and workflow understanding.
• Collaborate with central teams to coordinate process improvement.
• Manage standardized workflows and investment processes.
• Manage portfolio implementations concurrently to meet or exceed Service Level Agreements.
• Audit implementations to ensure outcomes are consistent with target portfolio objectives.
• Lead training for new hires to ensure the team is prepared to deliver exceptional investment management services.

Requirements

• Minimum 3 years of financial industry related experience.
• CFP® and/or Series 65 required.
• Bachelor’s degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related).
• Strong analytical and organizational skills.
• Strong problem-solving skills.
• Strong communication skills (written and verbal) with a highly collaborative approach.
• Organized and detail oriented.
• Ability to manage and prioritize multiple tasks.
• Working knowledge of Orion and Morningstar preferred.
• Advanced knowledge of MS Excel preferred, including advanced data analytics.

Preferred Qualifications

• CFA or advanced degree preferred.

Compensation & Benefits

Base Pay Range

• $76,500—$90,000 USD

Actual base pay within this range is 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 (Summary)

• 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.
• Medical plans: Three Cigna medical plan options, including two High Deductible Health Plans and one Traditional Co-Pay plan.
• Kaiser medical plans available in California.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Dental (two plans) and Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits using company-paid STD, any supplemental STD, plus Parental Leave (8 weeks).
• Adoption Assistance Reimbursement Program.
• Company-paid Concierge Services.
• 401(k) retirement plan with both Traditional and Roth options, per pay period match, and an after-tax option.
• Pet Insurance.
• Personalized financial planning and guidance offered at preferred employee pricing.

Location & Schedule

• Work schedule: Monday through Friday, 8AM to 5PM (availability during standard business hours required). Early or late hours may be required at times to meet business tasks and deadlines.
• Working conditions: Professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided.
• Physical requirements: Routinely sitting and standing for periods of time; no heavy lifting over 10 lbs.
• Travel: Up to 10% of the time.

Application Information

• Application deadline: 11/07/2026. Applications submitted after this date may be considered on a rolling basis until the position 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.

Remote Status

• #LI-Remote