Portfolio Manager - High Net Worth

We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platform. practice management, M&A and capital strategies.

We are a growing startup having been founded just under 10 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus

You will be an integral part of our investment management arm of the business. You will join a team responsible for the delivery and servicing of the investment platform to our network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more.

This is an on-site position in St. Pete's, FL