Tax-Managed Portfolio Strategist

3 weeks ago

Sacramento, California, United States Orion International Full time
About This Opportunity:

As a Tax-Managed Portfolio Strategist, you will be responsible for planning, customizing, transitioning, and managing tax-managed client portfolios. This role requires a deep understanding of portfolio optimization and the ability to explain complex concepts to advisors and their clients in a simple and understandable way. We are looking for someone to grow with us and contribute to our mission of providing innovative investment solutions.

Key Responsibilities:
  • Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on optimization and tax management.
  • Develop and maintain strong relationships with internal sales professionals, financial advisors, and their clients to ensure high levels of service for tax-managed solutions.
  • Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios.
  • Support business development efforts to raise field awareness of product solutions.
  • Coordinate with Marketing to develop and maintain sales and distribution materials.
  • Work closely with investment professionals to develop and implement tax-managed portfolios.
  • Maintain industry knowledge of tax policy, financial planning, and economic and financial market conditions.
We're Looking for Talent Who:
  • Has the ability to understand complex and quantitative subject matter related to portfolio optimization and tax management.
  • Possesses a strong background in technology, quantitative analysis, mathematics, and quantitative subject matter.
  • Has effective communication skills to explain complicated subject matter in an understandable manner.
  • Possesses an ever-questioning approach to how technology, processes, and collaboration can build upon our product offerings.
  • Has a minimum of a Bachelor's degree in Business, Finance, Accounting, or a related major.
  • Obtains Orion Industry Certification.
  • Has a minimum of 5 years of experience in investment or accounting-related work.
  • Has a CFA designation or advanced progress towards obtaining a CFA designation.
  • Possesses prior experience with tax management, direct indexing, portfolio optimization, and/or portfolio construction.
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.
Salary Range:
$99,885.00 - $157,714.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment, and more.

About Us:

At Orion International, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion's success and powers success for our clients and everyone at Orion.

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