Strategic Advisor, Wealth Management

Portfolio Future is an investment research and analytics company focused on improving how investment opportunities are discovered, evaluated, and applied across asset management and wealth management.

Our work includes real-world investment research, fund discovery, manager research, and direct engagement with fund managers, investment professionals, financial advisors, and investors.

Portfolio Future is developing technology, research, and distribution capabilities designed to help financial advisors, wealth managers, and institutional allocators discover superior fund alternatives, evaluate empirical out-of-sample persistence, and execute disciplined, tax-aware portfolio rebalancing.

Portfolio Future is an investment research and analytics company focused on improving how investment opportunities are discovered, evaluated, and applied across asset management and wealth management.

Our work includes real-world investment research, fund discovery, manager research, and direct engagement with fund managers, investment professionals, financial advisors, and investors.

Portfolio Future is developing technology, research, and distribution capabilities designed to help financial advisors, wealth managers, and institutional allocators discover superior fund alternatives, evaluate empirical out-of-sample persistence, and execute disciplined, tax-aware portfolio rebalancing.

Portfolio Future is seeking an Advisor, Wealth Management to provide high-level strategic guidance on independent RIA practices, wealth management investment workflows, fiduciary due diligence, and advisor adoption.

The Advisor will advise leadership on how Portfolio Future’s fund replacement research, Better Alternative Score (BAS) analytics, client transition proposals, and execution support can seamlessly integrate into the day-to-day decision-making processes of independent RIAs, multi-family offices, and institutional wealth managers.

This is an advisory role focused on strategy, insight, and direction rather than day-to-day execution.

Areas of involvement may include:

• Advising on independent RIA workflow integration, from initial fund screening and peer replacement discovery to Investment Committee (IC) approval.
• Providing strategic guidance on fiduciary transition reporting, client-facing replacement proposals, fee-savings justification, and tax-budgeted reallocations.
• Advising on how to format research tear-sheets, quantitative comparison data, and due diligence questionnaires (DDQs) to satisfy RIA compliance and investment policy statement (IPS) standards.
• Providing perspective on the operational realities of institutional portfolio rebalancing, model sleeve management, and the frictions advisors face when replacing legacy mutual funds with modern ETFs.
• Advising on capital markets execution workflows, block trading dynamics, and how RIAs interact with ETF capital markets desks and authorized participants when reallocating large client positions.
• Guiding advisor user-acquisition and platform adoption strategies across independent RIAs, hybrid broker-dealers, multi-family offices, and fiduciary networks (e.g., NAPFA).
• Advising on strategic positioning within the broader wealth tech and custodian ecosystem, including custodial platforms (Schwab Institutional, Fidelity IWS, Pershing) and portfolio accounting engines (Orion, Addepar, Tamarac, Envestnet).
• Helping shape the Pathfinder platform workflow to ensure that interactions between asset managers and wealth advisors remain high-value, professional, and compliant with fiduciary expectations.
• Evaluating advisor feedback, platform utility, and engagement metrics to ensure Portfolio Future remains an indispensable fiduciary tool.
• Discussing enterprise strategy,…