Wealth: Sr Portfolio Manager
Budget / Salary$125,000–175,000
TypeFull-time job
LocationUnited States
Posted2 hours ago
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.
B. Riley Wealth is a subsidiary of BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.
We are seeking an experienced and driven Sr Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each model's specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firm's financial advisors. The expected base salary range for this position is $125,000 - $175,000.
Duties of this position include, but are not limited to the following: Portfolio Management
Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios
Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives
Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed
Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions
Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors
Advisor Relations & Internal Marketing
Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors
Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance
Build strong working relationships with advisors to drive adoption and address portfolio-related questions
Contribute to broader firm strategy on products and services
Translate complex investment concepts into accessible language tailored to advisors and clients
Research & Strategy
Perform due diligence on ETFs and mutual funds with accompanying documentation and publication
Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape
Identify opportunities to enhance portfolio construction, fund selection processes, and model design
Education, Experience and Skills Required:
8+ years of experience in portfolio management or investment management, with direct experience managing multi-asset model portfolios
Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction
Experience with or exposure to alternative investment strategies within a model portfolio context
Excellent written and verbal communication skills, including experience presenting to financial advisors and clients
Self-starter with a proactive mindset and the ability to work independently
Sound investment judgment, high integrity, and discretion with sensitive client and firm information
Preferred Qualifications
CFA designation (or equivalent)
CAIA, CFP, or other relevant designations
Experience within a family office, RIA, broker-dealer, or wealth management environment
Familiarity with advisor-facing distribution or internal wholesaling
Experience with research tools such as FI360 and Morningstar Advisor Workstation
BRCGH employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
Originally posted on Himalayas
B. Riley Wealth is a subsidiary of BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.
We are seeking an experienced and driven Sr Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each model's specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firm's financial advisors. The expected base salary range for this position is $125,000 - $175,000.
Duties of this position include, but are not limited to the following: Portfolio Management
Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios
Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives
Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed
Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions
Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors
Advisor Relations & Internal Marketing
Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors
Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance
Build strong working relationships with advisors to drive adoption and address portfolio-related questions
Contribute to broader firm strategy on products and services
Translate complex investment concepts into accessible language tailored to advisors and clients
Research & Strategy
Perform due diligence on ETFs and mutual funds with accompanying documentation and publication
Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape
Identify opportunities to enhance portfolio construction, fund selection processes, and model design
Education, Experience and Skills Required:
8+ years of experience in portfolio management or investment management, with direct experience managing multi-asset model portfolios
Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction
Experience with or exposure to alternative investment strategies within a model portfolio context
Excellent written and verbal communication skills, including experience presenting to financial advisors and clients
Self-starter with a proactive mindset and the ability to work independently
Sound investment judgment, high integrity, and discretion with sensitive client and firm information
Preferred Qualifications
CFA designation (or equivalent)
CAIA, CFP, or other relevant designations
Experience within a family office, RIA, broker-dealer, or wealth management environment
Familiarity with advisor-facing distribution or internal wholesaling
Experience with research tools such as FI360 and Morningstar Advisor Workstation
BRCGH employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
Originally posted on Himalayas
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