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Portfolio Manager

Employer
Means Wealth Management
Location
Greenville, South Carolina
Salary
Up to $140,000 per year, commensurate with experience
Closing date
Apr 14, 2024

View more

Job Function
Portfolio Management: Multi-Asset, Trading
Industry Sector
Finance - General
Employment Type
Full Time

Job Details

Are you a seasoned investment leader with a passion for building efficient, low-cost, and tax-optimized portfolios for discerning clients?

Means Wealth Management, a family-owned wealth management firm with a rich history dating back to 1935, seeks a visionary Portfolio Manager.  We believe we are not just another financial services firm; we are a close-knit group dedicated to providing exceptional service to our clients and fostering a supportive and collaborative environment for our employees.  This is an in-office position based in either our Greenville, SC, or Bangor, ME, location.

In this role, you will:

  • In collaboration with the firm’s Investment Committee, develop and oversee the firm’s overall investment strategy, aligning it with client goals and market conditions.
  • Assist a team of experienced advisors, providing guidance and mentorship, and ensuring seamless portfolio construction and management.
  • Conduct in-depth market research and analysis, identifying promising investment opportunities and mitigating risks.
  • Represent the firm at various events, sharing insights and thought leadership.
  • Evaluate, recommend, and implement improvements to our current technology platform and trading tech suite to optimize efficiency and client experience.

To thrive in this position, you will:

  • Possess a minimum of 5 years of experience in an investment or portfolio manager role.
  • Be a strategic thinker with a deep understanding of financial markets, asset allocation, and investment management.
  • Possess exceptional communication and interpersonal skills, effectively leading and collaborating with team members and clients.
  • Share our commitment to putting client interests first and exceeding their expectations.

What we offer:

  • Family-owned:  We prioritize a culture of care and respect, both for our clients and our employees.
  • Long-term perspective:  We are focused on building lasting relationships and helping clients achieve their long-term financial goals.
  • Entrepreneurial spirit:  We encourage innovation and empower our team members to make a difference.
  • Competitive compensation and benefits package:  We recognize and reward top talent.

If you are a visionary investment leader who is ready to make a significant impact on a growing firm with a rich history, we encourage you to apply.

Company

Since 1935, individuals, families, businesses, and non-profits have worked with us to build wealth management strategies in support of their unique financial situations and goals. We operate as a fee-only registered investment advisor, with offices in Maine and South Carolina.

Company info
Website
Telephone
1-800-696-3267
Location
802 Stillwater Ave
Bangor
ME
04401
US

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