Portfolio Manager, Custom Indexing

Custom Indexing Portfolio Manager

As a Custom Indexing Portfolio Manager, 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.

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 :

Salary Range : $104,855.00 - $162,413.00

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 DNAwe 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.