Client Portfolio Manager (Finance)

TL;DR

Client Portfolio Manager (Finance): Managing investment portfolios and collaborating with financial advisors to implement asset allocation strategies with an accent on portfolio rebalancing and trade execution. Focus on crafting tailored investment plans, developing client-ready deliverables, and driving business growth through expert wealth management insights.

Location: Greensboro, NC (Telecommuting allowed)

Company

hirify.global provides employer-based benefits, retirement planning, and personalized investment services to help families and employers achieve financial security.

What you will do

• Serve as a subject matter expert on the investment platform and operational requirements.
• Collaborate with advisors and national teams to ensure efficient and effective platform utilization.
• Manage portfolio implementation, including rebalancing and trade execution oversight.
• Develop customized portfolio proposals and tailored investment plans aligned with client goals and risk tolerance.
• Create client-ready deliverables, performance reports, and impactful presentations.
• Support business development activities and the creation of marketing materials regarding investment strategies.

Requirements

• Bachelor’s degree in Business, Economics, Accounting, Finance, or a related field.
• 5 years of experience in investment management working with financial advisors and investment vehicles.
• Must possess Series 63 license or equivalent state securities licensure.
• Experience with ETFs, mutual funds, model portfolios, institutional accounts, and commingled funds.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses and employee perks/discounts.
• Inclusive culture that celebrates diversity, equity, and inclusion.