Senior Portfolio Consultant (Mountain or Pacific Time Zones)

Overview

This role is responsible for executing investment implementations for complex portfolio transitions and high net worth clients. You will serve as a key point person for newly acquired firms integrating into the organization’s investment platform and models, and support organic growth by developing investment deliverables for prospective clients.

You will collaborate closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to ensure strategic alignment and a high-quality client experience.

Responsibilities

• 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 while developing and implementing investment strategies

• Work both independently and within a team across multiple time-sensitive projects with accuracy and attention to detail

• Lead presentations on various investment topics to Wealth Advisor teams

• Support new Portfolio Consultants with developing core competencies within the investment platform

• Demonstrate comprehensive understanding of capital markets and portfolio design & management

• Match advisor implementation goals with available investment strategies

• Apply expertise in complex investment vehicles, models, and platform, including public and private markets

• Draft, support, and audit analytics, proposals, and deliverables for Wealth Management teams

• Understand account configuration options, including cash reserves, rebalancing frequency, and do-not-buy/do-not-sell restrictions

• Apply knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons

• Troubleshoot portfolio inquiries using strong process and workflow knowledge

• 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

• Oversee implementations for high net worth and ultra high net worth clients

Requirements

• CFP and/or Series 65 required
• Bachelor’s degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
• Minimum 4 years of financial industry related experience
• 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: $89,250–$105,000 USD
• Incentive compensation: eligible to earn incentive compensation through one of the organization’s incentive compensation programs
• Actual base pay within the range will be based on geographic location, relevant experience, education, skills, and licenses/certifications

Benefits may include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental coverage: Life, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance
• Three medical plan options (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
• 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 plus any supplemental STD, and Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for you and eligible family members
• 401(k) Retirement Plan with Traditional and Roth options, plus per pay period match and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance for employees at preferred pricing

Location

• Remote position with a strong preference for candidates in the Mountain or Pacific time zones

Work Schedule

• Availability during standard business hours Monday through Friday from 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs

Working Conditions

• May be in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routine sitting and standing for periods of time
• No heavy lifting over 10 lbs
• Travel assumed up to 10% of the time

Application Deadline

• Initial deadline for applications is 10/10/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled