Portfolio Manager, Custom Indexing
About this Opportunity: As a Custom Indexing Portfolio Manager, you will be responsible for the planning, customization, transition, and ongoing management of tax-managed client portfolios. This role will understand the quantitative complexities of portfolio optimization while also being able to explain those concepts to advisors and their clients in a simple and understandable way. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For Internal and External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA. In this role, you'll get to: Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing Develop and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high levels of service for tax managed solutions Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios Support business development efforts to raise field awareness of product solutions Coordinate with Marketing to develop and maintain sales and distribution materials Work closely with investment professionals to develop and implement Direct Indexing portfolios Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions We're looking for talent who: Has ability to understand complex and quantitative subject matter related to portfolio optimization and tax management Possess a strong background in technology, quantitative analysis, mathematics, and quantitative subject matter Has effective communication skills to explain complicated subject matter in an understandable manner. Possess an ever-questioning approach as to how technology, processes, and collaboration can build upon our product offerings Has minimum of Bachelor's degree in Business, Finance, Accounting, or related major Obtain Orion Industry Certification Has minimum of 5 years of experience in investment or accounting related work Has CFA designation or advanced progress towards obtaining a CFA designation Possess prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization Licensing Requirements: This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy. #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $104,855.00 - $162,413.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. Click here to learn more! Apply tot his job Apply To this Job