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Senior Portfolio Manager

Orion Advisor Technology

Orion Advisor Technology

Omaha, NE, USA
Posted on Friday, September 1, 2023

About this Opportunity:

​​​As a Senior Portfolio Manager, you will manage and monitor investments and asset allocations within customized investment solutions, given client’s goals and objectives, to deliver better outcomes. This position will develop and maintain strong relationships with financial advisors and their clients with ongoing verbal and written communications to ensure the investment approach meets client expectations and deliver service excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. ​​

In this role, you’ll get to:

  • Implement the firm’s multi asset class investment philosophy and strategy for client portfolios

  • Oversee portfolios which may contain various investment vehicles such as separately managed account strategies, mutual funds, ETFs, and limited partnerships

  • Understand investment managers and strategies available to clients and advisors that have been evaluated by Brinker Capital’s Investment Team

  • Articulate Brinker’s due diligence process for selecting these investment products and importance within client portfolios

  • Maintain knowledge of services available to Wealth Advisory clients and advisors, including Banking & Lending, Philanthropic, Trust and Business Valuation services

  • Comprehend strategic investment positioning and be able to articulate this to advisors and/or clients

  • Create client presentations and participate in ongoing client meetings to review portfolio positioning and performance

  • Develop, monitor, and maintain investment policy statements

We’re looking for talent who:

  • Has working knowledge of various investment products and vehicles

  • Is familiar with behavioral finance

  • Has a Bachelor’s degree in business or a related field

  • Preferably has a Master’s degree in a related field

  • Has 7 years of experience in the investment industry

  • Possess previous experience in asset allocation, portfolio management and investment manager due diligence

  • Current Series 7 and 66 (or 63 and 65) required or ability to obtain within 90 days

  • Current CFA designation required

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization


Salary Range:

$134,866.00 - $217,134.00

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

As One-Orion, 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.