Senior Portfolio Manager

Summary

Join Vestwell, a leading fintech company, as a Portfolio Manager for Vestwell Advisors. This crucial role will contribute significantly to the company's service and revenue growth by managing and growing client assets, optimizing portfolios, and collaborating with marketing and sales teams. You will spearhead efforts to integrate investment expertise with operational efficiency to scale and refine Vestwell’s investment offerings. The ideal candidate possesses extensive experience in portfolio management, a deep understanding of financial markets, and exceptional communication and collaboration skills. This role offers a clear path toward senior management and significant career advancement opportunities within a dynamic and growing organization. Vestwell provides a competitive salary, bonus pool, equity, and a comprehensive benefits package.

Requirements

• At least 7 years of proven experience in portfolio management, specifically designing and managing multi-asset class portfolios and risk-based investment models
• CFA Charterholder or CFA candidate
• Deep understanding of fixed income and equity markets, with demonstrated capability in asset allocation strategy and portfolio construction
• Strong foundation in marketing and sales within the investment or financial services industry
• Exceptional organizational skills with proven ability to drive operational efficiencies and scalable processes
• Strong analytical skills and systems-thinking approach, demonstrated through successful resolution of complex investment challenges
• 7+ years of experience working in fast-paced start-up environments, with comfort navigating ambiguity and commitment to continuous learning
• Proven ability in delivering impactful presentations to senior-level prospective clients and internal stakeholders
• Experience collaborating closely with senior management to set strategic directions and develop actionable, tactical plans to achieve business objectives
• Comfort and willingness to engage in tactical, hands-on tasks as required; a collaborative team player who contributes at multiple levels

Responsibilities

• Efficiently manage and grow client assets by implementing tailored investment strategies
• Monitor market conditions, analyze client portfolios, and make informed investment decisions to ensure optimal performance
• Maintain strong relationships with clients, regularly checking in to ensure their satisfaction and trust in the firm, and promptly addressing any concerns or requests
• Manage existing and develop and optimize institutional or client retirement portfolios to align with clients' financial goals and risk tolerance
• Conduct in-depth assessments of client needs, creating customized investment plans, and continuously reviewing and adjusting portfolios to maximize returns while managing risk
• Stay updated on market trends and economic forecasts to make proactive adjustments to portfolios
• Prepare and deliver clear and insightful presentations and reports on portfolio performance, market trends, and investment strategies
• Schedule and conduct meetings with clients to discuss their investment objectives, provide updates, and address any questions or concerns
• Collaborate closely with the marketing and sales teams to develop and execute strategies that promote the firm's wealth management capabilities
• Participate in strategy meetings, contribute to marketing materials, and assist in the development of campaigns aimed at attracting new clients and retaining existing ones
• Support sales efforts by providing expertise and insights during client acquisition activities
• Oversee the transition process, coordinating with sub-advisors to maintain continuity and minimize disruptions
• Set up and refine processes to enhance the efficiency and effectiveness of these transitions, ensuring that all client assets are managed smoothly and in accordance with their investment plans

Benefits

• Competitive health coverage
• Generous vacation offering
• Hybrid office policy
• Equipment to work effectively remotely
• 401(k) plan
• Company Bonus Pool
• New hire equity in the Company