Wealth Advisory, Senior Portfolio Manager

About this Opportunity:
As a Wealth Advisory Senior Portfolio Manager you will manage and monitor investments and asset allocations within customized investment solutions, given client’s goals and objectives, to deliver better outcomes.  This position will develop and maintain strong relationships with financial advisors and their clients with ongoing verbal and written communications to ensure investment approach meets client expectations and deliver service excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply

In this role, you'll get to: 

• Implement the firm’s multi asset class investment philosophy and strategy in assigned client portfolios through customized approaches tailored to meet clients’ goals and objectives

• Oversee portfolios which may contain various investment vehicles such as separately managed account strategies, mutual funds, ETFs, and limited partnerships

• Understand investment managers and strategies available to clients and advisors that have been evaluated by Brinker Capital’s Investment Team   

• Articulate Brinker’s due diligence process for selecting these investment products and importance within client portfolios

• Maintain knowledge of services available to Wealth Advisory clients and advisors, including Banking & Lending, Philanthropic, Trust and Business Valuation services

• Comprehend strategic investment positioning and be able to articulate this to advisors and/or clients

• Create client presentations and participate in ongoing client meetings to review portfolio positioning and performance

• Develop, monitor, and maintain investment policy statements.  

We're looking for talent who: 

• Has working knowledge of various investment products and vehicles

• Has deep understanding of investments markets and the ability to articulate this understanding to both sophisticated and unsophisticated investors

• Ability to understand modern portfolio theory and asset allocation

• Has familiarity with behavioral finance

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

• Minimum of a bachelor’s degree in business or related field

• Master’s degree in related field 

• Minimum of 10 years of experience in investment industry required

• Previous experience in asset allocation, portfolio management and investment manager due diligence required

• Obtain Orion Industry Certification

• Series 7 and 66 (or 63 and 65) required or ability to obtain within 90 days

• CFA required

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.