Senior Portfolio Consultant I - Remote

Overview

The Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients, collaborating closely with various departments to deliver exceptional service.

In Short

• Execute investment implementations for high net worth clients.
• Serve as a point person for newly acquired firms.
• Develop investment deliverables for prospective clients.
• Collaborate with Wealth Advisors and other departments.
• Provide concierge level service and communication.
• Support new Portfolio Consultants in developing competencies.
• Manage standardized workflows and investment processes.
• Audit implementations for consistency with portfolio objectives.
• Demonstrate knowledge of complex investment vehicles.
• Opportunity for career advancement within the company.

Requirements

• Bachelor's degree in Business, Economics, Psychology, or Finance preferred.
• CFP® and/or Series 65 required.
• CFA or advanced degree preferred.
• Minimum 4 years of financial industry experience.
• Working knowledge of Envestnet, Orion, and Morningstar preferred.
• Advanced knowledge of MS Excel preferred.
• Strong problem-solving and analytical skills.
• Excellent communication skills, both written and verbal.
• Organized and detail-oriented.
• Ability to manage multiple tasks effectively.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Three medical plan offerings.
• Health Savings Account with company contributions.
• Generous paid time off program.
• 401(k) Retirement Plan with matching.
• Paid Parental Leave (6 weeks).
• Employee Assistance Plan.
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services.