About this Opportunity:

​​​As a Portfolio Manager on the Wealth Advisory Team, 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. ​​

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

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

• Has 5 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 preferred or the ability to obtain after hire

• Obtain Orion Industry Certification

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