The Senior Portfolio Advisor will provide independent investment advice to 1000 investment advisors managing nearly $300 billion in assets
Job Summary
The Senior Portfolio Advisor will provide independent investment advice to 1000 investment advisors managing nearly $300 billion in assets.
Key responsibilities include generating thought leadership content, servicing advisors one-on-one, and managing five concentrated stock portfolios.
The role offers a competitive salary range of $147,200.00 to $197,200.00 along with comprehensive benefits including health insurance and retirement savings plans.
Matching Summary
The Senior Portfolio Advisor will provide independent investment advice to 1000 investment advisors managing nearly $300 billion in assets.
Salary
Base: $147,200.00 - $197,200.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
15+ years equity research experience
Expert North American equity knowledge
Exceptional verbal and written communication
Independent analytical and interpretive skills
Experience presenting to sophisticated investors
Nice-to-have
Entrepreneurial and growth mindset
Ability to manage ambiguity effectively
Strong collaboration within team environments
Deep understanding of wealth management industry
Client engagement with ultra high net worth prospects
Key Requirements
15+ years relevant experience in equity research or portfolio management
Post-secondary degree or CFA designation required
In-depth expertise in North American equity markets