Investment Professional and Portfolio Manager

Investment Professional / Portfolio Manager Primary Responsibilities You will make an impact in the following ways: Design, implement, and oversee custom client portfolios in collaboration with the Wealth Management Advisor.Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from on asset class management and client risk tolerance.Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.Partner with Wealth Management Advisor on complex client relationships requiring advanced investment expertise.Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.Contribute thought leadership on investment and macroeconomic perspectives in client strategy discussions.Act as a strategist, translating investment views into actionable insights for clients and internal teams. To be successful in this role, we are seeking Required: Bachelor’s degree; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 or series 66 and Series 7. 10+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.Demonstrated ability to build and maintain trusted client relationships with high-net-worth individuals and families, and institutions.Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.High degree of professionalism, integrity, and attention to detail. About UsFor over 15 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. Our tailored approach includes multiple financial strategies - insurance, investments, and annuities - built to reinforce each other, keeping our clients consistently on track to meet their personal finance and business goals. We are a creative team of out-of-the-box thinkers with a humanistic approach that is non-judgmental and real. Our goal is to educate our clients and help them navigate the financial landscape — so they can live a balanced, thriving life, fully and deliberately. Planning out a life by design.Benefits:Base plus bonus401(k)Flexible scheduleHealth insurancePaid time offWork Location: Hybrid remote (New York City and/or Albany, NY 12211)