Centura Wealth Advisory · 1 month ago
Director of Portfolio Solutions
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$175K/yr - $215K/yr
7+ years expCentura Wealth Advisory is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. The Director of Portfolio Solutions will drive AUM growth, provide investment leadership, and support client acquisition and retention through collaboration with various teams and development of client-facing resources.
ConsultingFinancial ServicesWealth Management
Responsibilities
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
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
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
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
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
Qualification
Required
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
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
Preferred
CFA, CAIA, CFP®, CIMA, or MBA preferred, or the willingness to obtain one of the aforementioned certifications
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
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
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