Senior Portfolio Manager

Keating & Associates Inc Senior Portfolio Manager - Purposeful Wealth Advisors Job Summary

The Senior Portfolio Manager leads the investment function for Purposeful Wealth Advisors, a Keating Advisor Team managing nearly $400 million in client assets and specializing in planning-focused wealth management.

Purposeful Wealth Advisors helps clients navigate retirement and other complex financial transitions with clarity and confidence. Joining this collaborative team offers the opportunity to pair sophisticated investment expertise with meaningful, planning-focused work that helps clients align their wealth with the lives they want to build.

Learn more about Purposeful Wealth Advisors at

The Senior Portfolio Manager will monitor markets and portfolio performance, evaluate investment opportunities and risks, oversee portfolio implementation, and serve as the team’s investment expert by translating complex market and portfolio information into clear, actionable insights for financial planners and clients. The ideal candidate brings sophisticated investment expertise, strong market awareness, intellectual curiosity, sound judgment, and a belief that disciplined, evidence-based portfolio construction—not frequent trading—is the foundation of successful long-term investing.

This is an exempt position. The position may be performed onsite in our Manhattan, KS, Overland Park, KS or Chicago, IL offices, hybrid, or remotely from an approved work location, subject to applicable employment requirements and firm policies. Remote employment is not available in all states.

The position reports to the President of Purposeful Wealth Advisors.

The anticipated base salary range for this position is $145,000–$175,000 annually, with eligibility for an annual bonus. Actual compensation will be determined based on factors such as experience, qualifications, skills, and other legitimate business considerations.

• Professional Development
• 401(k) with company match
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans
• Dependent Care and Flexible Spending Accounts
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!

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The following responsibilities represent the essential functions of the Senior Portfolio Manager position. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions, consistent with applicable law.

• Lead and continually refine the investment philosophy, asset allocation approach, portfolio strategies, and implementation.
• Monitor markets, economic conditions, investment managers, and portfolio performance to identify risks, opportunities, and appropriate portfolio changes.
• Lead due diligence and selection of ETFs, mutual funds, separately managed accounts, and other investment solutions.
• Oversee portfolio implementation and trading, including rebalancing, cash investment, tax-loss harvesting, and tax-efficient portfolio management.
• Evaluate portfolio performance and investment results to ensure strategies remain aligned with the firm’s investment philosophy and client objectives.
• Prepare portfolio analyses, investment recommendations, and talking points for client meetings, including explanations of performance drivers and recommended changes.
• Provide regular market and portfolio commentary to financial planners, translating complex investment information into clear and useful insights.
• Participate in client meetings as needed to provide investment expertise and address portfolio- and market-related questions.
• Oversee investment-related costs and fee strategy, including…