This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Portfolio Manager in the United States.
This role sits at the core of investment operations and portfolio transition strategy within a fast-paced wealth management environment. You will be responsible for executing and overseeing the seamless migration of client accounts into centralized investment strategies, ensuring accuracy, compliance, and alignment with defined guidelines. The position plays a critical role in supporting mergers, acquisitions, and office integrations by translating complex portfolio requirements into structured implementation plans. You will collaborate closely with investment teams, advisors, trading groups, and leadership to ensure smooth execution across multiple stakeholders. The environment is highly detail-oriented, deadline-driven, and focused on operational excellence. This is a high-impact opportunity for a professional who thrives in managing complexity, improving processes, and ensuring portfolio integrity at scale.
Accountabilities:- Design and execute portfolio transition and implementation plans to migrate client accounts into centralized investment strategies while ensuring compliance with model guidelines and client constraints
- Evaluate existing portfolios, asset allocations, and investment strategies to determine appropriate transition approaches and execution paths
- Manage and coordinate account-level administrative changes, data integrity, and trading activities within rebalancing and portfolio management platforms
- Develop, document, and communicate implementation proposals and transition plans to internal stakeholders and advisor teams
- Oversee trade execution related to contributions, distributions, and allocation changes while maintaining alignment with investment strategy
- Collaborate with mergers & acquisitions, investment, advisor, and trading teams to ensure successful integration and transition outcomes
- Track, maintain, and report key performance and operational metrics to support leadership decision-making
- Respond to inquiries and act as a key point of contact during complex portfolio transitions
Requirements:
- 7–10+ years of experience in portfolio management, investment operations, or implementation within a wealth management or RIA environment
- Proven experience managing portfolio transitions, strategy migrations, or large-scale account implementations
- Strong understanding of asset allocation, portfolio construction, investment strategies, and risk principles
- Experience evaluating portfolios against model guidelines and client-specific constraints
- Proficiency with rebalancing or trading platforms (e.g., Black Diamond, RedBlack, SS&C, or similar systems)
- Strong ability to communicate complex investment concepts clearly to internal and external stakeholders
- Demonstrated ability to manage multiple priorities and timelines in a fast-paced, deadline-driven environment
- High attention to detail, strong organizational skills, and a strong sense of accountability
- Bachelor’s degree in Finance, Economics, Business, or related field preferred
- Strong collaboration skills with the ability to influence outcomes across cross-functional teams
Benefits:
- Competitive compensation ranging from $105,000 to $150,000 depending on experience and location
- Annual discretionary bonus program
- Comprehensive health, dental, and vision insurance coverage
- 401(k) retirement plan with company match
- Health savings accounts (HSA) and flexible spending accounts (FSA)
- Company-paid life insurance, short-term disability, and long-term disability coverage
- Paid time off (PTO) and/or paid sick leave
- Voluntary supplemental insurance options
- Remote work flexibility within the United States
- Access to professional growth opportunities and a collaborative team environment
- Employee engagement events and supportive workplace culture focused on development and retention
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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