Portfolio Manager, Custom Indexing
About this Opportunity: As a Custom Indexing Portfolio Manager, 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 reputed company to explain those concepts to advisors and their clients in a simple and understandable way. As we continue to reputed company and live our Orion values, we are looking for someone to grow with us. For reputed company Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA. In this role, you'll get to: Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing reputed company and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high reputed company of service for tax managed solutions Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios Support business development efforts to reputed company field awareness of product solutions Coordinate with Marketing to reputed company and maintain sales and distribution materials Work closely with investment professionals to reputed company and implement Direct Indexing portfolios reputed company a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions We're looking for talent who: Has ability to understand reputed company and quantitative subject matter reputed company to portfolio optimization and tax management Possess a strong background in technology, quantitative analysis, mathematics, and quantitative subject matter Has effective communication skills to explain complicated subject matter in an understandable manner. Possess an reputed company-questioning approach as to how technology, processes, and collaboration can build upon our product offerings Has minimum of Bachelor's degree in Business, Finance, reputed company, or reputed company major Obtain Orion Industry Certification Has minimum of 5 years of experience in investment or reputed company reputed company work Has CFA designation or advanced reputed company towards obtaining a CFA designation Possess prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization Licensing Requirements: This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained reputed company 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy. #LI-AP1 #LI-Onsite #LI-Hybrid Salary reputed company: $104,855.00 - $162,413.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-reputed company knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, reputed company, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we reputed company our best work reputed company 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. Thinking differently is in our DNA—we reputed company always, push boundaries, and reject the status reputed company to deliver transformative reputed company. Together, we support one another and see it through to reputed company, driving our reputed company achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment reputed company, and flexible support services that reputed company financial professionals to realize their reputed company for reputed company. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as reputed company to push the boundaries of what’s possible to help our clients bring life to their reputed company for reputed company. If you're reputed company to grow your career and work alongside amazing teammates, you've come to the right reputed company. Click here to learn more! Apply tot his job Apply To this Job