Portfolio Manager

Compensation: Approximately $200,000 average total compensation with significant upside

Employment Type: Full-Time

Experience

Required:

5+ Years

CFA: Preferred

The Opportunity

We are a rapidly growing, mid-sized Registered Investment Advisor (RIA) supporting approximately 800 financial advisors across 32 locations
. We are seeking an experienced Portfolio Manager to join our senior leadership team and take a key role in the continued development and execution of our investment platform.

This is not simply a research position. We are looking for a hands‑on investment professional who has experience building and managing investment models, executing trades, overseeing portfolio implementation, managing RIA billing through Orion, and leading an Investment Committee
.

The Portfolio Manager will report directly to the CEO and Senior Vice Presidents and will have significant visibility and influence across the organization.

Key Responsibilities

• Build, manage, monitor, and enhance the firm's investment models and model portfolios.
• Lead the firm's Investment Committee
  , including preparing agendas, research, recommendations, performance reviews, and investment decisions.
• Oversee portfolio construction, asset allocation, manager and security selection, rebalancing, and risk management.
• Manage and oversee trading across client accounts and model portfolios.
• Maintain disciplined investment processes and ensure investment decisions are properly implemented throughout the organization.
• Manage and oversee RIA billing through Orion
  , including billing processes, reconciliation, troubleshooting, and accuracy.
• Serve as a subject‑matter expert on the Orion Advisor Technology platform and help improve the firm's use of Orion across investment management and operations.
• Monitor portfolio and model performance and communicate results and investment strategy to senior leadership and financial advisors.
• Conduct ongoing investment research across equities, fixed income, ETFs, mutual funds, alternative investments, and other investment solutions.
• Work closely with advisors to provide portfolio guidance and support sophisticated client situations.
• Partner with Compliance, Operations, Finance, and senior leadership to ensure investment processes are scalable and compliant.
• Help develop the investment infrastructure necessary to support the continued growth of an organization with hundreds of financial advisors.
• Identify opportunities to improve technology, trading efficiency, portfolio management, reporting, and advisor support.

Required Qualifications

Candidates should have:

• Minimum 5 years of portfolio management/investment management experience within an RIA, wealth management firm, asset manager, or similar financial services organization.
• Demonstrated experience building and managing investment models/model portfolios.
• Significant hands‑on experience with trading and portfolio implementation.
• Direct experience with Orion
  , including RIA billing
  .
• Experience participating in and preferably leading an Investment Committee
  .
• Strong understanding of asset allocation, portfolio construction, investment research, performance measurement, and risk management.
• Experience operating in a multi‑advisor or multi‑office wealth management environment.
• Strong analytical, organizational, leadership, and communication skills.
• Ability to communicate sophisticated investment concepts clearly to both advisors and senior executives.

Preferred Qualifications

• CFA designation strongly preferred.
• Experience working with a large or rapidly growing RIA.
• Experience supporting a significant number of financial advisors and client accounts.
• Advanced knowledge of Orion's portfolio management, trading, reporting, and billing capabilities.
• Previous responsibility for developing…