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Role Description

The Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience.

This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.

Essential Job Functions

• Concierge Level Service & Communication
  • Communicate investment philosophy and available investment strategies clearly and effectively.
  • Provide status updates on portfolio implementations proactively and timely.
  • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies.
  • Must have the ability to work both 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.
• Knowledge of Investment Management
  • Support new Portfolio Consultants with developing core competencies within investment platform.
  • Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
  • Ability to effectively match Advisor implementation goals with available investment strategies.
  • Expertise in complex investment vehicles, models, and platform, including public and private markets.
  • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams.
  • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions.
  • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
• Manage Efficient Process & Workflows
  • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
  • Collaborate with key central teams to coordinate process improvement.
  • Responsible for managing standardized workflows and investment processes.
  • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements.
  • Audit implementations to ensure outcome is consistent with target portfolio objectives.
  • Oversee implementations for high net worth and ultra high net worth clients.

Qualifications

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related).
• CFP® and/or Series 65 required.
• CFA or advanced degree preferred.
• Minimum 4 years of financial industry related experience.
• Working knowledge of Envestnet, Orion and Morningstar preferred.
• Advanced knowledge of MS Excel preferred, including advanced data analytics.
• Strong problem-solving experience and skills.
• Excellent analytical and organizational skills.
• Strong communication skills, both written and verbal and highly collaborative approach.
• Organized and detail oriented.
• Ability to manage and prioritize multiple tasks.

Requirements

• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions

• This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.
• Basic technology needs will be provided to satisfy position requirements.
• Routinely sitting and standing for periods of time.
• No heavy lifting over 10 lbs.
• Travel assumed up to 10% of the time.

Benefits

• 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 plans 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) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option.
• Pet Insurance.