Portfolio Manager, Custom Indexing

About this Opportunity:

As a Portfolio Manager, Custom Indexing, 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.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

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

• 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.

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Recommended Skills:

Salary Range:

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.