What are the responsibilities and job description for the Executive, Portfolio Manager position at Florida Financial Advisors?
Portfolio Manager – RIA / Wealth Management
Employment Type
Full-Time
We are a rapidly growing, mid-sized Registered Investment Advisor (RIA) supporting approximately 800 financial advisors across 32 locations
to join our senior leadership team and take a key role in the continued development and execution of our investment platform.
We are looking for a hands-on investment professional who has experience
building and managing investment models, executing trades, overseeing portfolio implementation, managing RIA billing through Orion, and leading an Investment Committee
The Portfolio Manager will report directly to the
CEO and Senior Vice Presidents
and will have significant visibility and influence across the organization.
Build, manage, monitor, and enhance the firm's investment models and model portfolios.
Lead the firm's
Investment Committee
, including preparing agendas, research, recommendations, performance reviews, and investment decisions.
Oversee portfolio construction, asset allocation, manager and security selection, rebalancing, and risk management.
Manage and oversee trading across client accounts and model portfolios.
Maintain disciplined investment processes and ensure investment decisions are properly implemented throughout the organization.
Manage and oversee
RIA billing through Orion
, including billing processes, reconciliation, troubleshooting, and accuracy.
Serve as a subject-matter expert on the
Orion Advisor Technology platform
and help improve the firm's use of Orion across investment management and operations.
Monitor portfolio and model performance and communicate results and investment strategy to senior leadership and financial advisors.
Conduct ongoing investment research across equities, fixed income, ETFs, mutual funds, alternative investments, and other investment solutions.
Partner with Compliance, Operations, Finance, and senior leadership to ensure investment processes are scalable and compliant.
Help develop the investment infrastructure necessary to support the continued growth of an organization with hundreds of financial advisors.
Minimum 5 years of portfolio management/investment management experience within an RIA, wealth management firm, asset manager, or similar financial services organization.
Demonstrated experience
building and managing investment models/model portfolios.
Significant hands-on experience with
trading and portfolio implementation.
Direct experience with
Orion
, including
RIA billing
Experience participating in and preferably
leading an Investment Committee
Strong understanding of asset allocation, portfolio construction, investment research, performance measurement, and risk management.
Experience operating in a multi-advisor or multi-office wealth management environment.
Ability to communicate sophisticated investment concepts clearly to both advisors and senior executives.
Experience working with a large or rapidly growing RIA.
Experience supporting a significant number of financial advisors and client accounts.
Advanced knowledge of Orion's portfolio management, trading, reporting, and billing capabilities.
Previous responsibility for developing scalable investment processes and infrastructure.
Experience managing or mentoring investment professionals.
The right candidate combines the technical capabilities of a strong portfolio manager with the leadership mentality required to help build an institutional-quality investment platform.
You should be comfortable moving between
strategy and execution —leading an Investment Committee one day and digging into models, trades, billing, or portfolio implementation the next.
We are particularly interested in someone who has helped an RIA
scale its investment platform
and understands the challenges that come with supporting hundreds of advisors across multiple locations.
Expected total compensation will average approximately $200,000 , with
significant upside based on experience, performance, and contribution to the growth of the organization
For the right person, this is an opportunity to become a key investment leader inside a growing wealth management organization and have a meaningful voice in how the firm's investment platform evolves.
If you are an experienced Portfolio Manager with strong Orion experience and are looking for an opportunity with significant responsibility, visibility, and upside, we would like to hear from you.
Employment Type
Full-Time
We are a rapidly growing, mid-sized Registered Investment Advisor (RIA) supporting approximately 800 financial advisors across 32 locations
- We are seeking an experienced
to join our senior leadership team and take a key role in the continued development and execution of our investment platform.
We are looking for a hands-on investment professional who has experience
building and managing investment models, executing trades, overseeing portfolio implementation, managing RIA billing through Orion, and leading an Investment Committee
The Portfolio Manager will report directly to the
CEO and Senior Vice Presidents
and will have significant visibility and influence across the organization.
Build, manage, monitor, and enhance the firm's investment models and model portfolios.
Lead the firm's
Investment Committee
, including preparing agendas, research, recommendations, performance reviews, and investment decisions.
Oversee portfolio construction, asset allocation, manager and security selection, rebalancing, and risk management.
Manage and oversee trading across client accounts and model portfolios.
Maintain disciplined investment processes and ensure investment decisions are properly implemented throughout the organization.
Manage and oversee
RIA billing through Orion
, including billing processes, reconciliation, troubleshooting, and accuracy.
Serve as a subject-matter expert on the
Orion Advisor Technology platform
and help improve the firm's use of Orion across investment management and operations.
Monitor portfolio and model performance and communicate results and investment strategy to senior leadership and financial advisors.
Conduct ongoing investment research across equities, fixed income, ETFs, mutual funds, alternative investments, and other investment solutions.
Partner with Compliance, Operations, Finance, and senior leadership to ensure investment processes are scalable and compliant.
Help develop the investment infrastructure necessary to support the continued growth of an organization with hundreds of financial advisors.
Minimum 5 years of portfolio management/investment management experience within an RIA, wealth management firm, asset manager, or similar financial services organization.
Demonstrated experience
building and managing investment models/model portfolios.
Significant hands-on experience with
trading and portfolio implementation.
Direct experience with
Orion
, including
RIA billing
Experience participating in and preferably
leading an Investment Committee
Strong understanding of asset allocation, portfolio construction, investment research, performance measurement, and risk management.
Experience operating in a multi-advisor or multi-office wealth management environment.
Ability to communicate sophisticated investment concepts clearly to both advisors and senior executives.
Experience working with a large or rapidly growing RIA.
Experience supporting a significant number of financial advisors and client accounts.
Advanced knowledge of Orion's portfolio management, trading, reporting, and billing capabilities.
Previous responsibility for developing scalable investment processes and infrastructure.
Experience managing or mentoring investment professionals.
The right candidate combines the technical capabilities of a strong portfolio manager with the leadership mentality required to help build an institutional-quality investment platform.
You should be comfortable moving between
strategy and execution —leading an Investment Committee one day and digging into models, trades, billing, or portfolio implementation the next.
We are particularly interested in someone who has helped an RIA
scale its investment platform
and understands the challenges that come with supporting hundreds of advisors across multiple locations.
Expected total compensation will average approximately $200,000 , with
significant upside based on experience, performance, and contribution to the growth of the organization
For the right person, this is an opportunity to become a key investment leader inside a growing wealth management organization and have a meaningful voice in how the firm's investment platform evolves.
If you are an experienced Portfolio Manager with strong Orion experience and are looking for an opportunity with significant responsibility, visibility, and upside, we would like to hear from you.
Salary : $200,000