ORION
Portfolio Manager, Custom Indexing
Greater Philadelphia Area
Sponsorship not specified$105k-$162kDetected 30 days ago
Business DevelopmentAccountingCommunicationCollaborationCFA
About the role
- About this Opportunity: As a Portfolio Manager, Custom Indexing, you will be responsible for the planning, customization, transition, and ongoing management of tax-managed client portfolios.
- This role will understand the quantitative complexities of portfolio optimization while also being able to explain those concepts to advisors and their clients in a simple and understandable way.
- Candidates should be located within a commutable distance to an office.
Responsibilities
- Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing
- Develop and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high levels of service for tax managed solutions
- Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios
- Support business development efforts to raise field awareness of product solutions
- Coordinate with Marketing to develop and maintain sales and distribution materials
- Work closely with investment professionals to develop and implement Direct Indexing portfolios
- Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions
- At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve.
- We create a welcoming environment where everyone is respected, valued, and heard.
- Our commitment to create raving fans ensures we consistently exceed client expectations.
Requirements
- If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date.
- Has ability to understand complex and quantitative subject matter related to portfolio optimization and tax management
- Has minimum of Bachelor's degree in Business, Finance, Accounting, or related major
- Has minimum of 5 years of experience in investment or accounting related work
- Possess prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction
- Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios
Compensation
- $104,855.00 - $162,413.00 The pay listed in this posting indicates the estimated pay at the time of this posting
This listing is sourced directly from ORION's careers page and normalized into a canonical job model.