Boly:Welch
Job Number: 32450
Salary: $160K – $200K DOE
Industry: Financial Services
Must Haves:
- Bachelor’s degree in Finance or related field
- CFA required
- 5+ years of experience in a similar role
- Experience with Bloomberg, Morningstar, and Tamarac or similar systems
- Proficiency in Microsoft Office
Your New Role:
Collaborate with colleagues and demonstrate your wealth management expertise in this new Portfolio Manager role!
Serving on the firm’s Investment Strategy Group, you’ll take the lead on providing input on strategic and tactical asset allocation guidelines for portfolios throughout the firm. Overseeing the trading and rebalancing of client portfolios, developing operational processes and trading efficiencies will also fall under your purview.
Additionally, you’ll compose relevant and timely investment commentary for clients and client-facing team members. As one of the senior managers, you’ll have the opportunity to guide and mentor your team of Associate Portfolio Managers and Portfolio Administrators.
This is a hybrid role where you can enjoy a generous company contribution towards either parking or a transit pass.
Your New Organization:
Join this employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for the past three decades! Offering a holistic approach to planning, advice, and service, they value financial sustainability, integrity and trust, topped with the pursuit of knowledge.
Benefits include fully paid medical, dental, vision, short-term and long-term disability, and life insurance; 100% company match on your 401(k); internal stock opportunities; PTO; wellness reimbursements; paid sabbaticals; and anniversary bonuses! They also offer excellent career development opportunities, including 100% training, certification, licensing, dues reimbursement, and a formal mentoring plan.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
Click here to apply for this role. Please attach your resume as a PDF or Word doc.
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