Sr. Portfolio Manager

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Posted Monday, August 17, 2026 at 8:00 AM

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts.

KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.

Lead with Purpose. Partner with Impact.

The Senior Portfolio Manager is a senior member of the Kestra Investment Management (KIM) team who serves as the primary bridge between the portfolio management team, advisor marketplace, and business development organization. The role is responsible for helping drive adoption of KIM solutions, supporting asset growth initiatives, and strengthening advisor relationships through investment expertise, thought leadership, and consultative engagement.

Working closely with the rest of the portfolio management team and business leaders, this individual will help shape and communicate the firm's investment philosophy, market outlook, portfolio positioning, and model portfolio strategies. The Senior Portfolio Manager will serve as a key external representative of Kestra Investment Management, engaging with advisors, clients, prospects, and the media to deliver market insights and investment perspectives.

Success in this role will be measured not only by the quality of investment insights and advisor engagement, but also by the individual's ability to support advisor acquisition, strengthen advisor relationships, and contribute to the growth of assets under management.

• Serve as a key member of the investment team, helping formulate, communicate, and advocate for the firm's investment views, portfolio positioning, and model portfolio strategies.
• Partner with the portfolio management team to support the oversight, maintenance, and evolution of Kestra Investment Management's model portfolio lineup.
• Participate in investment committee discussions, contributing market insights, economic analysis, advisor feedback, and portfolio recommendations.
• Collaborate with portfolio managers and analysts to develop economic, market, and investment-related content and viewpoints.
• Mentor and guide junior team members.

Advisor Engagement & Client Communication

• Serve as a trusted investment resource for Kestra Financial and Blue spring advisors.
• Build and maintain strong relationships with advisors, helping them better understand market developments, portfolio strategies, and investment solutions.
• Conduct advisor, client, and prospect meetings designed to deepen relationships, support retention efforts, and drive adoption of Kestra Investment Management solutions.

Business Development & Growth

• Partner with sales, relationship management, and business development teams to drive growth across Kestra Investment Management's investment offerings.
• Support advisor acquisition, retention, and wallet-share expansion initiatives through investment expertise and consultative engagement.
• Help increase adoption of model portfolios and investment solutions through advisor education, portfolio consultations, and investment thought leadership.
• Serve as a strategic investment resource for the sales organization and contribute to efforts designed to grow assets under management.
• Partner with advisors to develop customized portfolio recommendations for high-net-worth and ultra-high-net-worth clients, leveraging the firm's investment solutions, portfolio construction expertise, and market insights.
• Participate in client prospect and relationship meetings alongside advisors, helping articulate investment strategies, address portfolio-related questions, strengthen client confidence, and support new business acquisition and retention efforts.

Thoughtful…