What are the responsibilities and job description for the Portfolio Manager position at Stratos Wealth Partners LLC?
About Outcome Private Wealth
At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.
Why Join Outcome Private Wealth?
We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.
We have an opening for a Portfolio Manager. This investment-focused role is a key part of our growing practice and will help service our rapidly expanding client base. Candidates on the CFA® track are encouraged to apply.
Responsibilities
- Work closely with the Senior Advisor team and be responsible for investment-related client service
- Perform daily trading and rebalancing of portfolios with high attention to detail
- Assist with economic, market, industry, and company-specific research and analysis
- Responsible for monitoring all trading activity and performing various account reconciliations
- Review and respond to account drift reports
- Provide exceptional client engagement in person, over the phone and in writing
- Promptly and professionally respond to client inquiries
- Follow industry policies and requirements on all documentation
- Run and print reports to support the broader client service team
- Adhere to all compliance standards
Our Ideal Candidate
This Portfolio Manager role requires strong time management skills and an ability to thrive in a fast paced and changing environment. Additionally, our ideal candidate possesses a strong attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.
B.S./B.A. Degree preferred in finance, economics, or accounting
3 years investment advisory, portfolio management, or trading experience
CFA® designation preferred or working toward designation
Has familiarity with financial planning and portfolio trading software; Black Diamond, LPL Financial experience a plus
Has excellent analytical and communication skills (verbal, written and listening)
Is self-starter, intuitive, endlessly curious, motivated, and demonstrates a high degree proficiency in using technology.
Possesses the ability to work independently in a dynamic environment with minimal supervision, and is able to adapt to changing situations, client emergencies, and advisor prioritization.
Has a basic knowledge of Broker Dealer and Investment Advisory Regulations
Demonstrates the highest level of personal integrity, honesty and can deal with confidential information daily
Has strong time management and organizational skills
