The Wealth Advisory Portfolio Manager will manage and monitor investments and asset allocations within customized investment solutions, given clients goals and objectives, to deliver better outcomes.
This position will develop and maintain strong relationships with financial advisors and their clients with ongoing verbal and written communications to ensure investment approach meets client expectations and delivery service excellence.
Implement the firms multi asset class investment philosophy and strategy for client portfolios
Oversee portfolios which may contain various investment vehicles such as separately managed account strategies, mutual funds, ETFs, and limited partnerships
Understand investment managers and strategies available to clients and advisors that have been evaluated by Brinker Capitals Investment Team.
Articulate Brinkers due diligence process for selecting these investment products and importance within client portfolios
Maintain knowledge of services available to Wealth Advisory clients and advisors, including Banking & Lending, Philanthropic, Trust and Business Valuation services.
Comprehend strategic investment positioning and be able to articulate this to advisors and/or clients
Create client presentations and participate in ongoing client meetings to review portfolio positioning and performance.
Develop, monitor, and maintain investment policy statements.
Working knowledge of various investment products and vehicles.
Deep understanding of investments markets and the ability to articulate this understanding to both sophisticated and unsophisticated investors.
Understanding of modern portfolio theory and asset allocation.
Familiarity with behavioral finance.
Bachelors degree in business or related field required
Masters degree in related field preferred
5 years of experience in investment industry required
Previous experience in asset allocation, portfolio management and investment manager due diligence required
Series 7 and 66 (or 63 and 65) required or ability to obtain within 90 days
position at Brinker Capital Investments
AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.
Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.
|Date Posted||July 31, 2022|
|Date Closes||August 30, 2022|
|Located In||Omaha, NE|