Portfolio Implementation Associate

Janney-Montgomery-Scott-LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Portfolio Implementation Associate to support the trading team in Philadelphia, monitoring advisory accounts and providing technical help. The role is full-time and office-based, with opportunities to contribute to model delivery and the firm’s mutual fund wrap program.

The ideal candidate has a bachelor’s degree, 0–2 years of related industry experience, and Series 7/66 eligibility or ability to obtain within 6 months; familiarity with Vestmark or

Qualifications

• Bachelor’s Degree or equivalent experience.
• 0–2 years of related industry experience.
• Series 7 and 66 licenses required or ability to obtain within 6 months.
• Knowledge of financial markets including equities, fixed income and/or mutual funds a plus.
• Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River or Bloomberg a plus.

Responsibilities

• Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool.
• Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions.
• Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform.
• Manage and implement Janney’s proprietary mutual fund wrap program.
• Develop an understanding of Janney’s product offerings and how they affect the department.
• Utilize analytical skills to identify possible process and workflow enhancements.
• Provide excellent client service and follow up where appropriate.
• Complete ad hoc projects as necessary and assist with process improvement initiatives as needed.
• Understand and assist with the administrative and support functions on the team.

Skills

Analytical Ability

Organization and Time Management

Initiative

Building Relationships

Education

Bachelor’s Degree or equivalent experience

Tools

Vestmark

Envestnet

APL/InvestCloud

Advent

Charles River

Bloomberg

Job description

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Friday, July 24, 2026 at 4:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Portfolio Implementation Associate will work in Janney’s Operational department as a part of the Trading Team. The individual will hold dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. This role is based in Philadelphia with full time in the office required.

What you are good at:

• Analytical Ability: Able to effectively review information and data to identify issues and opportunities.
• Organization and Time Management: Able to structure the timing of operational workflow to reliably and accurately complete multiple tasks under frequent time constraints.
• Initiative: Proactively look for opportunities to enhance operational procedures and personal growth.
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.

Responsibilities:

• Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool.
• Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions.
• Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform.
• Manage and implement Janney’s proprietary mutual fund wrap program.
• Develop an understanding of Janney’s product offerings and how they affect the department.
• Utilize analytical skills to identify possible process and workflow enhancements.
• Provide excellent client service and follow up where appropriate.
• Complete ad hoc projects as necessary and assist with process improvement initiatives as needed.
• Understand and assist with the administrative and support functions on the team.

What you have:

• Bachelor’s Degree or equivalent experience.
• 0-2 years of related industry experience.
• Series 7 and 66 licenses required or ability to obtain within 6 months.
• Knowledge of financial markets including equities, fixed income and/or mutual funds a plus.
• Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River or Bloomberg a plus.
• High ethical standards and excellent attention to detail.
• Excellent written and oral communication skills.
• Able to work under pressure in a dynamic environment with competing demands for resource.
• Demonstrate an interest/knowledge in financial markets.
• Sound project and time management skills.
• Collaborative spirit and a team player.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America