Manager, Senior Portfolio Consultant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Senior Portfolio Consultant based in the United States.

This is a leadership opportunity within a sophisticated investment management environment, overseeing a team of Portfolio Consultants and supporting high-quality portfolio services. You will help translate investment strategies and portfolio solutions into clear, actionable guidance for Wealth Advisor teams and their clients. The role combines people leadership, investment expertise, operational oversight, and strategic process improvement. You will collaborate closely with Wealth Advisors, Portfolio Management, Trading, Operations, and Compliance to ensure seamless service delivery. Your work will directly influence team performance, workflow efficiency, investment operations, and the overall client experience. This position is well suited to an experienced investment professional who enjoys mentoring others and solving complex operational challenges. You will also have opportunities to lead initiatives, present investment topics, and contribute to the continued growth of a national investment management organization.

Accountabilities:: Lead, coach, and support a team of Portfolio Consultants, establishing clear expectations and helping team members maximize their performance and professional development.

Strategically allocate team resources and manage capacity to support key performance indicators, service requirements, and business priorities.

Foster a culture of continuous improvement and innovation by identifying opportunities to enhance processes, workflows, team capabilities, and operational efficiency.

Establish and apply effective project management methodologies and best practices across the team.

Ensure Wealth Advisor teams and end clients receive a high-quality, concierge-level service experience across all portfolio consulting activities.

Clearly communicate investment philosophies, portfolio strategies, and available investment solutions to internal stakeholders and clients.

Lead presentations and educational discussions on investment topics for Wealth Advisor teams.

Apply strong knowledge of capital markets, portfolio construction, and investment management across a range of investment vehicles, models, and platforms, including public and private markets.

Own standardized investment workflows and processes, ensuring accuracy, consistency, efficiency, and appropriate controls.

Identify and implement department- or firm-level process improvements that strengthen operational performance and enhance the client experience.

Manage trade corrections and develop processes designed to minimize errors and improve trading accuracy.

Analyze team reporting and operational metrics, identify bottlenecks, and communicate progress, risks, and opportunities to leadership.

Balance multiple time-sensitive initiatives while maintaining a high degree of accuracy, organization, and attention to detail.

Requirements:

Bachelor’s degree required; a CFP, CFA, or advanced degree is a plus.

Active Series 65 license required.

Approximately 4–10 years of relevant financial services experience , preferably within investment management, portfolio consulting, or a related field.

Demonstrated experience managing and developing direct reports, with the ability to coach, motivate, and build high-performing teams.

Comprehensive understanding of capital markets, portfolio design, investment management, and portfolio implementation.

Strong knowledge of investment vehicles, investment models, portfolio platforms, and both public and private markets.

Advanced proficiency in Microsoft Excel , including data analysis and analytical reporting.

Familiarity with Orion and Morningstar is preferred.

Strong problem-solving skills and the ability to independently identify issues, evaluate alternatives, and implement practical solutions.

Excellent written and verbal communication skills, with the confidence to present investment concepts to Wealth Advisor teams and senior stakeholders.

Highly collaborative approach and ability to build productive relationships across investment, operations, trading, compliance, and advisory functions.

Strong organizational skills with the ability to prioritize multiple responsibilities and manage competing deadlines.

High level of accuracy, attention to detail, professional judgment, and ownership.

Willingness to work daytime and occasional evening hours as business needs require.

Ability to travel approximately 5–10% .

Benefits:

Comprehensive employee benefits package supporting health, financial security, and overall wellbeing.

Company-paid basic life and AD&D insurance.

Company-paid short-term and long-term disability insurance.

Medical coverage with multiple plan options, including High Deductible Health Plans and a traditional co-pay plan; Kaiser options are available in California.

Health Savings Account (HSA) with company contributions for eligible HDHP participants.

Two comprehensive dental plan options and vision insurance.

Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity coverage.

Dependent Care Savings Account.

14 company-paid holidays , including a full week off around Thanksgiving.

Generous paid time off for vacation and sick leave.

Employee Assistance Program and Family Medical Leave.

8 weeks of paid parental leave , with additional maternity benefits through company-paid disability and parental leave programs.

Adoption assistance reimbursement program.

Company-paid concierge services supporting a range of caregiving and personal needs.

401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax contribution option.

Pet insurance.

Access to personalized financial planning and guidance from internal financial professionals at preferred employee pricing.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1