Senior Portfolio Manager

KEATING; United States; Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

401(k) with company match

Employer-Paid Disability

Life Insurance

Employee Assistance Program

Health insurance

Vision insurance

Dental plans

Dependent Care FSA

Flexible Spending Accounts

Professional Development

Team events

Job summary

Keating & Associates Inc. is seeking a Senior Portfolio Manager for Purposeful Wealth Advisors to lead the investment function, monitor markets, and translate complex data into clear guidance for planners and clients.

The role requires a strong track record in portfolio construction, asset allocation, and tax-aware investing, with a focus on planning-focused wealth management and disciplined execution. Hybrid/onsite options available in multiple locations.

Qualifications

• Minimum of seven (7) years of relevant investment or portfolio management experience.
• Experience with portfolio construction, asset allocation, investment due diligence, performance analysis, and tax-aware investing.

Responsibilities

• Lead and continually refine the investment philosophy, asset allocation approach, portfolio strategies, and implementation.
• Monitor markets, economic conditions, investment managers, and portfolio performance to identify risks, opportunities, and appropriate portfolio changes.
• Lead due diligence and selection of ETFs, mutual funds, separately managed accounts, and other investment solutions.
• Oversee portfolio implementation and trading, including rebalancing, cash investment, tax-loss harvesting, and tax-efficient portfolio management.
• Evaluate portfolio performance and investment results to ensure strategies remain aligned with the firm’s investment philosophy and client objectives.
• Prepare portfolio analyses, investment recommendations, and talking points for client meetings, including explanations of performance drivers and recommended changes.
• Provide regular market and portfolio commentary to financial planners, translating complex investment information into clear and useful insights.
• Participate in client meetings as needed to provide investment expertise and address portfolio- and market-related questions.
• Oversee investment-related costs and fee strategy, including product selection, custodial considerations, and client asset-based fees.
• Partner with financial planning, operations, compliance, and leadership to maintain disciplined, scalable, and effective investment processes.
• Identify opportunities to strengthen investment processes, portfolio implementation, and the overall client experience as the firm continues to grow.

Skills

Investment expertise

Market awareness

Analytical judgment

Communication

Client relationships

Tax-aware investing

Intellectual curiosity

Organization

Execution discipline

Collaboration

Initiative

Education

CFA designation

CIMA designation

CFP designation

CPWA designation

Tools

Dimensional Fund Advisors (DFA)

Job description

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you

• Professional Development

• 401(k) with company match

• Employer-Paid Disability, Life Insurance, and Employee Assistance Program

• Health, Vision, and Dental Plans

• Dependent Care and Flexible Spending Accounts

• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
  Learn more about us at https://keatinginc.com/why-keating.

Keating & Associates Inc
Senior Portfolio Manager - Purposeful Wealth Advisors
Job Summary
The Senior Portfolio Manager leads the investment function for Purposeful Wealth Advisors, a Keating Advisor Team managing nearly $400 million in client assets and specializing in planning-focused wealth management.

Purposeful Wealth Advisors helps clients navigate retirement and other complex financial transitions with clarity and confidence. Joining this collaborative team offers the opportunity to pair sophisticated investment expertise with meaningful, planning-focused work that helps clients align their wealth with the lives they want to build.

Learn more about Purposeful Wealth Advisors at https://purposefulwealthadvisors.com/

The Senior Portfolio Manager will monitor markets and portfolio performance, evaluate investment opportunities and risks, oversee portfolio implementation, and serve as the team’s investment expert by translating complex market and portfolio information into clear, actionable insights for financial planners and clients. The ideal candidate brings sophisticated investment expertise, strong market awareness, intellectual curiosity, sound judgment, and a belief that disciplined, evidence-based portfolio construction—frequent trading is the foundation of successful long-term investing.

This is an exempt position. The position may be performed onsite in our Manhattan, KS, Overland Park, KS or Chicago, IL offices, hybrid, or remotely from an approved work location, subject to applicable employment requirements and firm policies. Remote employment is not available in all states.

The position reports to the President of Purposeful Wealth Advisors.

The anticipated base salary range for this position is $145,000–$175,000 annually, with eligibility for an annual bonus. Actual compensation will be determined based on factors such as experience, qualifications, skills, and other legitimate business considerations.

Essential Functions and Responsibilities
The following responsibilities represent the essential functions of the Senior Portfolio Manager position. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions, consistent with applicable law.

• Lead and continually refine the investment philosophy, asset allocation approach, portfolio strategies, and implementation.
• Monitor markets, economic conditions, investment managers, and portfolio performance to identify risks, opportunities, and appropriate portfolio changes.
• Lead due diligence and selection of ETFs, mutual funds, separately managed accounts, and other investment solutions.
• Oversee portfolio implementation and trading, including rebalancing, cash investment, tax-loss harvesting, and tax-efficient portfolio management.
• Evaluate portfolio performance and investment results to ensure strategies remain aligned with the firm’s investment philosophy and client objectives.
• Prepare portfolio analyses, investment recommendations, and talking points for client meetings, including explanations of performance drivers and recommended changes.
• Provide regular market and portfolio commentary to financial planners, translating complex investment information into clear and useful insights.
• Participate in client meetings as needed to provide investment expertise and address portfolio- and market-related questions.
• Oversee investment-related costs and fee strategy, including product selection, custodial considerations, and client asset-based fees.
• Partner with financial planning, operations, compliance, and leadership to maintain disciplined, scalable, and effective investment processes.
• Identify opportunities to strengthen investment processes, portfolio implementation, and the overall client experience as the firm continues to grow.
  Perform other responsibilities reasonably related to the Senior Portfolio Manager role as needed to support evolving client needs, the investment function, and the continued growth of the firm.

Certifications/Licensures
CFA® or CIMA® designation [PREFERRED]
CFP® or CPWA® designation a plus

Professional Experience

• Minimum of seven (7) years of relevant investment or portfolio management experience [REQUIRED]
• Demonstrated success and experience with portfolio construction, asset allocation, investment due diligence, performance analysis, and tax-aware investing.
• Experience with Dimensional Fund Advisors (DFA) [PREFERRED]
  Desired Skills Include :
• Investment expertise: Demonstrates sophisticated knowledge of portfolio construction, asset allocation, investment strategies, and portfolio implementation.
• Market awareness: Maintains a strong understanding of markets, economic conditions, investment managers, and factors that may affect client portfolios.
• Analytical judgment: Evaluates investment opportunities, risks, and performance with disciplined, evidence-based thinking and sound judgment.
• Communication: Translates complex market and portfolio information into clear, actionable insights for financial planners and clients.
• Client Relationship Building: Communicates investment strategies and portfolio decisions in a way that supports a thoughtful, planning-focused client experience.
• Tax-aware investing: Applies tax-efficient investment strategies, including rebalancing, cash management, and tax-loss harvesting, as appropriate.
• Intellectual curiosity: Continually evaluates investment research, market developments, and opportunities to strengthen the firm’s investment approach.
• Organization and execution: Manages investment responsibilities with accuracy, consistency, and disciplined follow-through.
• Collaboration: Partners effectively with financial planning, operations, compliance, and leadership to support scalable investment processes.
• Initiative and ownership: Takes responsibility for the investment function while identifying opportunities to improve portfolio implementation, processes, and the overall client experience.

Keating & Associates is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are based on job-related qualifications, skills, experience, and business needs, without regard to characteristics protected by applicable federal, state, or local law.