Senior Portfolio Integrations Lead

Responsibilities

• Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific constraints
• Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources
• Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints
• Clearly communicate plan and expectations to internal stakeholders
• Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
• Oversee data integrity in the CAPTRUST rebalancing and trading platform
• Collaborate and communicate with the Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly
• Review and implement trades for accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
• Assist or run point on ad hoc requests within the team or from other teams as needed
• Review and maintain key performance data for the team to report on a quarterly basis

Qualifications

• Minimum Qualifications: 7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment
• Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity
• Strong understanding of asset allocation, investment strategies, and portfolio construction principles
• Proven experience evaluating portfolios against model strategy guidelines and client-specific constraints
• Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight
• Advanced proficiency with rebalancing and portfolio management platforms (e.g., RedBlack, SS&C, Black Diamond, or similar enterprise systems)
• Proven capability in developing, reviewing, and executing investment implementation proposals and transition plans, including portfolio recommendations for internal stakeholders and advisor teams
• Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision-supporting insights
• Demonstrated ability to succeed in a high-growth, process-driven, deadline-oriented organization
• Able to serve as a key point of contact during complex transitions, influencing outcomes without direct authority
• High level of professionalism, attention to detail, and accountability

Benefits

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match
Health savings accounts, flexible spending accounts, and voluntary supplemental plans
Company-paid benefits such as life insurance, short-term disability, and long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)

What You Can Expect

Remote work option
Employee benefits package including company discretionary bonus, health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans
Company-paid benefits such as life insurance, short-term disability, and long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)

Company Culture

Committed to building and maintaining a diverse workforce and inclusive work environment
Free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws
Commitment to service, a real interest in other people, and a burning need to improve continuously

How to Apply

To apply, please visit our careers page and submit your resume and cover letter.