Job Summary:

The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations. 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.

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 will include:

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
  • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Required Knowledge, Skills, and Abilities:

• 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 3 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

Work Schedule: 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. Whether position is in a dedicated office space or home office workspace, 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.

Application Deadline: The initial deadline for applications is 5/29/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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