State Licensed Portfolio Specialist
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Job Summary
To support a growing wealth management practice, the full-time State Licensed Portfolio Specialist will implement complex investment strategies for households with significant taxable assets, manage transitions and tax-aware trading, and collaborate with advisors while working remotely.
Key responsibilities
- Execute multi-year diversification plans for concentrated positions and manage tax-aware implementation strategies
- Prepare and implement tax-aware transition plans for various client situations, ensuring timely execution
- Review and reconcile trade tickets across the firm's accounts, maintaining documentation and addressing errors as needed
Required qualifications
- Seven to ten years of experience in portfolio implementation, trading, or investment operations at a registered investment advisor or similar institution
- Hands-on experience with rebalancing and trading platforms, preferably Orion Eclipse, Tamarac, or similar
- Working fluency in tax lot accounting, wash sale rules, and capital gains management
- A bachelor's degree in finance, economics, accounting, or a related field
- Series 65 or investment adviser representative registration is required
Complete Job Description
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