Senior Portfolio Manager - Planning-Focused Wealth

Socket.dev; Manhattan (KS); Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

Professional Development

401(k) with company match

Employer-Paid Disability, Life, and E1

Health, Vision, and Dental Plans

Dependent Care and Flexible Spending

Team events and company gatherings

Job summary

Keating & Associates is seeking a Senior Portfolio Manager for Purposeful Wealth Advisors. You will lead the investment function for a team managing nearly $400 million in client assets, focusing on planning-oriented wealth management.

You will monitor markets, evaluate opportunities, oversee portfolio implementation, and translate complex information into clear insights for planners and clients. This role emphasizes disciplined, evidence-based investing and collaboration.

Qualifications

• Seven years of relevant investment or portfolio management experience.
• Experience with portfolio construction and asset allocation.
• Experience with investment due diligence and performance analysis.
• Tax-aware investing experience is a plus.
• Familiarity with DFA is preferred.
• Strong communication of investment concepts to planners and clients.

Responsibilities

• Lead investment philosophy and asset allocation for the team.
• Monitor markets and portfolio performance to identify risks and opportunities.
• Oversee selection of ETFs, mutual funds, and managed accounts.
• Manage portfolio implementation, rebalancing, and tax-efficient strategies.
• Prepare analyses and talking points for client meetings.
• Provide market commentary to financial planners and clients.
• Collaborate with planning, operations, compliance and leadership.

Skills

Investment expertise

Market awareness

Analytical judgment

Communication

Client relationship building

Tax-aware investing

Intellectual curiosity

Organization and execution

Collaboration

Initiative and ownership

Education

CFA/CIMA designation (preferred)

CFP/CPWA designation (plus)

Tools

Dimensional Fund Advisors (DFA)

Job description

Keating & Associates is seeking a Senior Portfolio Manager for Purposeful Wealth Advisors. You will lead the investment function for a team managing nearly $400 million in client assets, focusing on planning-oriented wealth management.

You will monitor markets, evaluate opportunities, oversee portfolio implementation, and translate complex information into clear insights for planners and clients. This role emphasizes disciplined, evidence-based investing and collaboration.