Sr. Portfolio Manager

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.

Responsibilities

• Portfolio Strategy & Investment Team Collaboration
  • Serve as a key member of the investment team, helping formulate, communicate, and advocate for the firm's investment views, portfolio positioning, and model portfolio strategies.
  • Partner with the portfolio management team to support the oversight, maintenance, and evolution of Kestra Investment Management's model portfolio lineup.
  • Participate in investment committee discussions, contributing market insights, economic analysis, advisor feedback, and portfolio recommendations.
  • Collaborate with portfolio managers and analysts to develop economic, market, and investment-related content and viewpoints.
  • Mentor and guide junior team members.
• Advisor Engagement & Client Communication
  • Serve as a trusted investment resource for Kestra Financial and Bluespring advisors.
  • Build and maintain strong relationships with advisors, helping them better understand market developments, portfolio strategies, and investment solutions.
  • Conduct advisor, client, and prospect meetings designed to deepen relationships, support retention efforts, and drive adoption of Kestra Investment Management solutions.
• Business Development & Growth
  • Partner with sales, relationship management, and business development teams to drive growth across Kestra Investment Management's investment offerings.
  • Support advisor acquisition, retention, and wallet-share expansion initiatives through investment expertise and consultative engagement.
  • Help increase adoption of model portfolios and investment solutions through advisor education, portfolio consultations, and investment thought leadership.
  • Serve as a strategic investment resource for the sales organization and contribute to efforts designed to grow assets under management.
  • Partner with advisors to develop customized portfolio recommendations for high-net-worth and ultra-high-net-worth clients, leveraging the firm's investment solutions, portfolio construction expertise, and market insights.
  • Participate in client prospect and relationship meetings alongside advisors, helping articulate investment strategies, address portfolio-related questions, strengthen client confidence, and support new business acquisition and retention efforts.
• Thought Leadership & Content Development
  • Contribute to the development of quarterly outlooks, market commentaries, white papers, and investment research publications.
  • Author articles, commentaries, and thought leadership content for advisors, clients, prospects, and industry audiences.
  • Translate investment committee decisions and portfolio changes into advisor-friendly communications.
  • Assist in the development of presentations, educational materials, videos, webinars, and other advisor-facing content.
• Public Speaking & Media Engagement
  • Present at advisor conferences, client events, webinars, roadshows, and industry gatherings to strengthen advisor relationships, generate business opportunities, and promote Kestra Investment Management's capabilities.
  • Participate in podcasts, videos, webinars, and other public-facing content initiatives.
  • Provide market commentary and investment insights through media interviews and industry publications.

Requirements

• Undergraduate degree from a four-year accredited college or university required.
• CFA designation preferred.
• Minimum 10 years of experience in investment management, wealth management, institutional consulting, portfolio strategy, market strategy, or related investment disciplines.
• Series 65 required or willingness to obtain.
• Deep knowledge of financial markets, economics, portfolio construction, asset allocation, manager selection, and investment vehicles.
• Exceptional verbal, written, and presentation skills with the ability to communicate effectively across a range of audiences.
• Strong public speaking and executive presence, with the ability to confidently present to advisors, clients, prospects, and industry audiences.
• Demonstrated ability to translate complex investment concepts into compelling and understandable narratives.
• Strong relationship-building skills and the ability to develop trusted partnerships with advisors, clients, and internal stakeholders.
• Superior analytical and critical thinking skills with strong attention to detail.
• Demonstrated intellectual curiosity regarding markets, economic trends, and investor behavior.
• Ability to collaborate effectively across departments and contribute to a team-based culture.
• Demonstrate personal integrity, professionalism, and a strong work ethic.
• Flexibility to thrive in a fast-paced, results-oriented, entrepreneurial environment.
• Commitment to a culture of professionalism, accountability, client focus, and teamwork.
• Proficiency with Microsoft Excel, PowerPoint, and investment research platforms.

Qualifications

• Experience working with independent financial advisors and wealth management platforms strongly preferred.
• Demonstrated expertise in asset allocation, portfolio construction, investment strategy, and capital markets.
• Significant experience presenting investment strategies and market views to advisors, clients, and large audiences.
• Experience contributing to thought leadership, market commentary, investment publications, or educational content.
• Media experience, including interviews, podcasts, webinars, or public speaking engagements, preferred.
• Experience supporting growth initiatives through advisor engagement, relationship management, and business development efforts preferred.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.