You haven't searched anything yet.
Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.
Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.
Job Description
We are seeking a talented Portfolio Manager to join the firm’s Seattle, Portland and Bay area offices. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.
Key Responsibilities
o Working with financial advisors to design client investment strategies
o Direct client communication regarding execution of trades and any investment/portfolio questions
o Assisting the CIO and Investment Team in evaluating new investments/strategies
o Helping conduct due diligence on private/alternative investments
Qualifications
Compensation
Our Culture
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
Job Type: Full-time
Pay: $150,000.00 - $200,000.00 per year
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$113k-159k (estimate)
03/17/2024
04/22/2024
empiricalfs.com
Seattle, WA
<25
The job skills required for Portfolio Manager include Leadership, Due Diligence, Economics, Trading, Financial Services, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.