Director of Portfolio Solutions

Summary:

We are seeking an experienced, dynamic, and growth-minded Director of Portfolio Solutions to join our leadership team. This individual will be a key driver of organic and inorganic AUM growth, provide investment leadership, and serve as a strategic resource for both client acquisition and retention.

You will collaborate closely with the Investment Department and Consulting Teams to enhance investment capabilities across the firm and directly support high-value client engagements. Reporting to the CIO, this individual will also lead the development of client-facing collateral and advisor training programs that reflect Centura�s investment philosophy.

Primary Responsibilities:

Growth & Business Development

• Drive strategic initiatives to increase both organic and inorganic AUM across the firm.
• Lead the development and presentation of investment proposals for new business opportunities and prospective clients.
• Partner with the Business Development and Consulting Teams to convert high-potential leads into long-term client relationships.

Portfolio Leadership & Client Strategy

• Analyze existing and prospective client portfolios to identify opportunities, gaps, or misalignments with objectives.
• Recommend tailored investment strategies aligned with Centura�s philosophy and client goals.
• Oversee proposal implementation and portfolio transition, ensuring alignment with investment objectives and firm standards.

Team Building & Advisor Development

• Serve as a player-coach to drive AUM growth through hiring, training, and mentoring Investment Advisors.
• Lead onboarding and portfolio migration for externally recruited advisors and their client base.
• Develop scalable systems and processes to enhance delivery and consistency across teams.

Content Creation & Thought Leadership

• Partner with the CIO to produce investment training resources and client-facing collateral.
• Deliver educational presentations and act as an internal subject matter expert on investment positioning.
• Stay ahead of industry developments�regulatory, tax, legal, or economic�and implement new strategies that benefit clients and the firm.

Operational Excellence

• Manage and track all opportunities in the CRM; proactively identify suitable investment solutions for current and potential clients.
• Collaborate with technology, compliance, and trading teams to enhance delivery and execution of investment strategies.
• Champion internal process improvements to support continued growth and scalability.
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Knowledge Skills and Abilities:

• Excellent interpersonal relationship skills required
• Highly effective oral and written communication skills required
• Proficient in building sales/business plan and executing strategy to achieve planned results
• Proficient with the following software programs
• Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) � Required
• Orion - Highly Preferred
• Salesforce � Preferred
• Brokerage Trading and Account Interfaces (EX: Schwab Advisor Center, Fusion, etc.)
• Market Databases and Analytics (EX: Hidden Levers, Right Capital, Ycharts, Pitchbook) etc.
• Well-versed in alternatives � Private Credit, Private Equity, Real Estate

Minimum Qualifications:

• Proven track record of hitting sales quotas and achieving growth to gather AUM
• Strong knowledge regarding traditional and alternative investments.
• Ability to create and present client deliverables.
• Existing relationships with CPAs, Estate Attorneys, Tax Attorneys, and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients.
• Able to design and enhance existing processes to support scaling and growth.
• An undergraduate degree is required, preferably in finance, economics, or business administration.
• 7+ years of financial services sales experience as an advisor or in a business development function, required.
• CFA, CAIA, CFP�, CIMA, or MBA preferred, or the willingness to obtain one of the aforementioned certifications

Physical Requirements:

Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.

• Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl.
• Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard.
• Manual dexterity suitable for use of utilizing a computer.
• Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting
• Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation.
• Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation
• Travel up to 10% of the time
• Light to moderate lifting

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Must be comfortable working in an office environment to include moderate noise levels.
• The working area is primarily in an open office setting with reasonable lighting and controlled temperatures.

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $175k - $215k base + bonus