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Dynasty Financial Partners · 3 days ago

Client Portfolio Manager, AVP

St. Petersburg, FL

Full-time

Onsite

Mid Level

3+ years exp

Dynasty Financial Partners is a company focused on providing investment services to independent financial advisors. The Client Portfolio Manager AVP role involves supporting the portfolio management process and client coverage, requiring a deep understanding of financial markets and investment strategies.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Support client deliverables by preparing detailed proposals for new assets, compiling monthly market and portfolio updates, and handling ad-hoc requests with precision and timeliness to ensure advisors have accurate, actionable information

Collaborate with senior team members on investment research and capital market analytics, contributing data-driven insights and supporting the development of portfolio positioning strategies that align with Dynasty’s investment philosophy

Communicate Dynasty’s House View and portfolio positioning, providing context on market outlook and strategic tilts to help advisors articulate the firm’s investment philosophy

Deliver timely updates on portfolio changes and asset allocation shifts, explaining the rationale behind adjustments and their impact on client portfolios

Maintain competitive landscape awareness and articulate product differentiation

Support RIA relationships by addressing inquiries and helping ensure adoption of model portfolios

Prepare performance reports and contribute to quarterly reviews with return and attribution analysis

Provide marketing materials and commentary to support RIA business development and client presentations

Qualification

Portfolio managementInvestment strategiesFinancial industry softwareCFA designationExcelPowerPointAnalytical skillsCommunication skillsTeam collaboration