Portfolio Manager

About the role

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members.

Responsibilities

• Serve as the primary point of contact with our advisory members regarding the management of their clients’ investment portfolios.
• Consult with members and provide investment education and recommendations based on Triad Wealth's investment philosophy and platform.
• Conduct regular meetings with members to ensure transparency, communicate investment updates and alignment with their clients’ goals and objectives.
• Respond promptly to member inquiries and provide proactive communication regarding portfolio changes or updates.
• Support the trading and investment research teams on portfolio implementation, onboarding new advisory firms and developing tailored investment solutions for high net worth clients and prospects.
• Support internal investment discussions and contribute to the evolution of Triad Wealth’s investment platform and portfolio solutions.
• Assist in the development of Triad Wealth's market and economic commentary updates, as well as sourcing and distributing curated, value-add investment content from our strategic asset management partners.
• Partner with Triad Wealth's financial planning division to ensure investment recommendations are adhering to financial planning best practices.
• Mentor other department team members and support the continued development of the investment team.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Minimum of 7-10 years of experience working in investment management or financial services.
• Proven track record of working directly with financial advisors and/or advisory clients in a fiduciary capacity.
• Experience presenting investment recommendations, portfolio strategies, and market insights to advisors or clients.
• Ability to build and maintain trust-based relationships with independent financial advisors and their support staff.
• Willingness to problem solve and work cross-collaboratively with other divisions of Triad Wealth (Operations, Onboarding, Compliance, etc.).
• In-depth knowledge of financial markets, investment strategies, asset allocation and financial planning principles.
• Highly organized with exceptional attention to detail and follow-through.
• Financial professional designation (CFA, CFP, CAIA, CIMA, CIPM, etc.) preferred.
• Experience using Microsoft Office (Outlook, Word, PowerPoint, etc.).
• Excellent written and verbal communication skills.
• Trading experience preferred (Orion Eclipse/TOM, CircleBlack, Addepar, APX, iRebal, etc.).
• Certified to work as an Investment Advisor Representative (Series 65, Series 7 & 66, or equivalent), or willingness to complete within 90 days of hire.

Benefits

• Very competitive compensation
• Full paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Team events (minimum of monthly)