Senior Investment Manager — Complex Trusts

Kestra PWS; Atlanta (GA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Training and development opportunities

Job summary

Kestra PWS in Atlanta, GA is seeking an experienced Portfolio Manager to manage complex fiduciary accounts and develop high-quality investment strategies. The role requires 15+ years in portfolio management and a Bachelor’s degree in a relevant field. The ideal candidate will have excellent problem-solving and time-management skills. Benefits include competitive pay, 401(k), and opportunities for professional growth. Join a supportive team focused on enabling financial independence.

Qualifications

• 15+ years Portfolio Manager experience.
• Ability to form opinions on markets and investment strategies.
• Excellent verbal and written communication skills.

Responsibilities

• Develop high-quality investment strategies/solutions.
• Deliver high-quality service to Trust Officers and Financial Advisors.
• Perform investment research and stay informed of market developments.

Skills

Problem solving

Analytical skills

Time management

Communication skills

Attention to detail

Education

Bachelor’s degree in Business Administration, Finance, or Economics

Tools

Microsoft Office

Trust Accounting / Compliance systems

Job description

Kestra PWS in Atlanta, GA is seeking an experienced Portfolio Manager to manage complex fiduciary accounts and develop high-quality investment strategies. The role requires 15+ years in portfolio management and a Bachelor’s degree in a relevant field. The ideal candidate will have excellent problem-solving and time-management skills. Benefits include competitive pay, 401(k), and opportunities for professional growth. Join a supportive team focused on enabling financial independence.