Manager, Senior Portfolio Consultant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Senior Portfolio Consultant based in the United States.

This is a leadership opportunity within a sophisticated investment management environment, overseeing a team of Portfolio Consultants and supporting high-quality portfolio services.
You will help translate investment strategies and portfolio solutions into clear, actionable guidance for Wealth Advisor teams and their clients.
The role combines people leadership, investment expertise, operational oversight, and strategic process improvement.
You will collaborate closely with Wealth Advisors, Portfolio Management, Trading, Operations, and Compliance to ensure seamless service delivery.
Your work will directly influence team performance, workflow efficiency, investment operations, and the overall client experience.
This position is well suited to an experienced investment professional who enjoys mentoring others and solving complex operational challenges.
You will also have opportunities to lead initiatives, present investment topics, and contribute to the continued growth of a national investment management organization.