Director, Portfolio Operations

5 days ago

Minnetonka, United States AdvisorNet Financial Full time

Primary Purpose:

The Director, Portfolio Operations is responsible for working in partnership with our Portfolio Management team to implement investment strategies for client portfolios using individual securities, exchange-traded funds (ETFs) and mutual funds. This role will lead the management of our trading and reporting software, the internal investment committee, Global Investment Performance Standards (GIPS) verification, the operations and trading team, and assist in promoting Portfolio Partners for business development. This role will plan, direct, supervise, and coordinate work activities of the Portfolio Partners team.


Key Responsibilities and Essential Functions:

  • Partner with Portfolio Management, trading and operations teams to implement investment strategies for client portfolios.
  • Lead the internal Investment Committee to review investment strategies.
  • Lead the trading team in the buying and selling securities in client accounts to maintain a specific investment strategy.
  • Serve as a point of contact for advisor service and trade requests and lead the advisor onboarding process.
  • Lead the portfolio partners team and support the development and maintenance of procedures and standard operation procedures (SOPs) to deliver scalable, high touch client service and efficient business processing.
  • Evaluate the performance of investment portfolios and ensure compliance with Global Investment Performance Standards (GIPS) provided by regulatory organizations.
  • Participate in communications including client and advisor meetings, as well as business development opportunities.
  • Other special projects and duties as assigned within functional/knowledge area.


People Management Responsibilities and Essential Functions:

  • Hire, coach, mentor, and develop employees, including recruitment, job description development and new hire onboarding, training, and career development.
  • Oversee the development and execution of employee performance that supports professional growth and achievement of individual and business objectives. Provide effective feedback through employee recognition, rewards, and disciplinary action, when necessary.
  • Develop and execute the strategic department business plan, ensuring alignment with organization objectives which supports sustained growth. Execute against the department budget, manage compensation review, and ensure fiscal stewardship.
  • Maintain employee work schedules including assignments, time off, telecommuting, time and attendance, and if applicable, overtime scheduling.


Job Specifications:

  • Bachelor’s degree in finance, economics, business administration, or equivalent, required.
  • 8+ years of experience in the investment advisory industry, required.
  • 3+ years of experience as a people manager with proven success in relationship-focused leadership, required.
  • FINRA registrations – Series 7 and 66 securities licensing, required.
  • Professional certification as a Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), or CFA (Chartered Financial Analyst), preferred.
  • Proficiency with Microsoft product suite with advanced skills in Excel, required.
  • Proficiency with trading and reporting platforms and software, experience with Tamarac required. Experience with Opturo preferred.
  • Demonstrated knowledge of capital markets, economic trends and forecasting, investment strategies and risk management.
  • Personable, approachable with a positive attitude in providing service excellence.
  • Strong verbal and written communication skills.
  • Ability to work independently with effective time management, organization, and analytical and problem-solving skills.
  • Ability to manage multiple priorities and projects simultaneously, effectively resolve conflict, and mitigate risk.
  • Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

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