Sr. Portfolio Manager
Kestra Investment Management
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Benefits offered by this job
Job summary
Kestra Investment Management is seeking a Senior Portfolio Manager to join the team as a key external representative and thought leader. You will help shape investment philosophy, communicate market insights, and collaborate with the portfolio management group to drive asset growth while advising advisors and clients.
The role emphasizes developing model portfolio strategies, contributing to investment content, and engaging with advisors to deepen relationships and expand business opportunities
Qualifications
- Undergraduate degree from a four-year accredited college or university required.
- CFA designation preferred.
- Series 65 required or willingness to obtain.
- Deep knowledge of financial markets, economics, portfolio construction, asset allocation, manager selection, and investment vehicles.
- Exceptional verbal, written, and presentation skills with the ability to communicate effectively across audiences.
- Strong public speaking and executive presence, with the ability to present to advisors, clients, prospects, and industry audiences.
- Demonstrated ability to translate complex investment concepts into compelling narratives and build trusted partnerships.
Responsibilities
- Formulate, communicate, and advocate for the firm's investment views, portfolio positioning, and model portfolios.
- Collaborate with portfolio management to oversee model portfolios and related content.
- Participate in investment committee discussions with market insights and client feedback.
- Develop market commentary, thought leadership content, and educational materials for advisors and clients.
- Present investment strategies to advisors, clients, and large audiences; support business development and growth efforts.
Skills
Education
Tools
Job description
Kestra Holdings Website: https://www.kestrafinancial.com/
KIM is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.
The Senior Portfolio Manager is a senior member of the Kestra Investment Management (KIM) team who serves as the primary bridge between the portfolio management team, advisor marketplace, and business development organization. The role is responsible for helping drive adoption of KIM solutions, supporting asset growth initiatives, and strengthening advisor relationships through investment expertise, thought leadership, and consultative engagement. Working closely with the rest of the portfolio management team and business leaders, this individual will help shape and communicate the firm's investment philosophy, market outlook, portfolio positioning, and model portfolio strategies. The Senior Portfolio Manager will serve as a key external representative of Kestra Investment Management, engaging with advisors, clients, prospects, and the media to deliver market insights and investment perspectives. Success in this role will be measured not only by the quality of investment insights and advisor engagement, but also by the individual's ability to support advisor acquisition, strengthen advisor relationships, and contribute to the growth of assets under management.
- Serve as a key member of the investment team, helping formulate, communicate, and advocate for the firm's investment views, portfolio positioning, and model portfolio strategies.
- Partner with the portfolio management team to support the oversight, maintenance, and evolution of Kestra Investment Management's model portfolio lineup.
- Participate in investment committee discussions, contributing market insights, economic analysis, advisor feedback, and portfolio recommendations.
- Collaborate with portfolio managers and analysts to develop economic, market, and investment-related content and viewpoints.
- Mentor and guide junior team members.
- Serve as a trusted investment resource for Kestra Financial and Bluespring advisors.
- Build and maintain strong relationships with advisors, helping them better understand market developments, portfolio strategies, and investment solutions.
- Conduct advisor, client, and prospect meetings designed to deepen relationships, support retention efforts, and drive adoption of Kestra Investment Management solutions.
- Partner with sales, relationship management, and business development teams to drive growth across Kestra Investment Management's investment offerings.
- Support advisor acquisition, retention, and wallet-share expansion initiatives through investment expertise and consultative engagement.
- Help increase adoption of model portfolios and investment solutions through advisor education, portfolio consultations, and investment thought leadership.
- Serve as a strategic investment resource for the sales organization and contribute to efforts designed to grow assets under management.
- Partner with advisors to develop customized portfolio recommendations for high-net-worth and ultra-high-net-worth clients, leveraging the firm's investment solutions, portfolio construction expertise, and market insights.
- Participate in client prospect and relationship meetings alongside advisors, helping articulate investment strategies, address portfolio-related questions, strengthen client confidence, and support new business acquisition and retention efforts.
- Contribute to the development of quarterly outlooks, market commentaries, white papers, and investment research publications.
- Author articles, commentaries, and thought leadership content for advisors, clients, prospects, and industry audiences.
- Translate investment committee decisions and portfolio changes into advisor-friendly communications.
- Assist in the development of presentations, educational materials, videos, webinars, and other advisor-facing content.
- Present at advisor conferences, client events, webinars, roadshows, and industry gatherings to strengthen advisor relationships, generate business opportunities, and promote Kestra Investment Management's capabilities.
- Participate in podcasts, videos, webinars, and other public-facing content initiatives.
- Provide market commentary and investment insights through media interviews and industry publications.
- Undergraduate degree from a four-year accredited college or university required.
- CFA designation preferred.
- Minimum 10 years of experience in investment management, wealth management, institutional consulting, portfolio strategy, market strategy, or related investment disciplines.
- Series 65 required or willingness to obtain.
- CFA designation preferred.
- Deep knowledge of financial markets, economics, portfolio construction, asset allocation, manager selection, and investment vehicles.
- Exceptional verbal, written, and presentation skills with the ability to communicate effectively across a range of audiences.
- Strong public speaking and executive presence, with the ability to confidently present to advisors, clients, prospects, and industry audiences.
- Demonstrated ability to translate complex investment concepts into compelling and understandable narratives.
- Strong relationship-building skills and the ability to develop trusted partnerships with advisors, clients, and internal stakeholders.
- Superior analytical and critical thinking skills with strong attention to detail.
- Demonstrated intellectual curiosity regarding markets, economic trends, and investor behavior.
- Ability to collaborate effectively across departments and contribute to a team-based culture.
- Demonstrate personal integrity, professionalism, and a strong work ethic.
- Flexibility to thrive in a fast-paced, results-oriented, entrepreneurial environment.
- Commitment to a culture of professionalism, accountability, client focus, and teamwork.
- Proficiency with Microsoft Excel, PowerPoint, and investment research platforms.
- Experience working with independent financial advisors and wealth management platforms strongly preferred.
- Demonstrated expertise in asset allocation, portfolio construction, investment strategy, and capital markets.
- Significant experience presenting investment strategies and market views to advisors, clients, and large audiences.
- Experience contributing to thought leadership, market commentary, investment publications, or educational content.
- Media experience, including interviews, podcasts, webinars, or public speaking engagements, preferred.
- Experience supporting growth initiatives through advisor engagement, relationship management, and business development efforts preferred.
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Lead with purpose. Help shape the future of Kestra.
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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