What are the responsibilities and job description for the Portfolio Manager (Remote) position at RIA Recruiting?
Portfolio Manager Tempo Wealth
Location: Independence, OH (Remote or Hybrid options available depending on location)
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Portfolio Manager to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes.
This position can be fully remote for qualified candidates outside the Cleveland area, or hybrid for those within commuting distance to our Independence office.
Salary & Benefits
- Salary Range: $100,000 $140,000, commensurate with experience and credentials
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
- Significant growth opportunity with a career path toward Chief Investment Officer
- No business development requirements
Key Responsibilities
- Manage portfolios for an existing clientele composed primarily of executives in public and private companies
- Conduct due diligence on private and alternative investments
- Analyze prospective client portfolios to identify strengths and gaps
- Build and maintain portfolio models and manage portfolio sleeves
- Oversee trading operations and supervise staff involved in execution and rebalancing
- Participate in and ultimately lead the firm's Investment Committee
- Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions
- Monitor performance dispersion and risk characteristics for ongoing suitability
- Perform and summarize due diligence reviews for private and alternative investments
- Stay current on industry developments, attending relevant conferences and webinars
- Collaborate with the team on new investment technology initiatives
- Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies
Qualifications
- CFA Charter holder in good standing (required)
- Minimum 5 years of portfolio management experience
- Proven experience with alternative and private investments
- Excellent written and verbal communication skills, both internally and client-facing
- Strong analytical and organizational abilities with acute attention to detail
- Technology-savvy, with the ability to quickly learn and master investment platforms
- Demonstrated growth mindset and adaptability within a dynamic, innovative environment
- Experience with Advyzon (CRM/reporting), Schwab, or Altruist platforms a plus
Hiring Process
Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant.
If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $100,000 - $140,000