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Tax-Managed Direct Indexing Portfolio Manager

$104.86k - $162.41k

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Portfolio Manager for Custom Indexing. In this hybrid role, you will manage tax-managed client portfolios while explaining complex concepts to advisors and clients. A minimum of 5 years in investment or accounting and a Bachelor's degree is required. The position offers competitive benefits and a salary range of $104,855 – $162,413. You'll develop relationships with internal teams and clients, support business development, collaborate on product solutions, and maintain up-to-date industry knowledge. #J-18808-Ljbffr BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments

Vacancy posted 4 days ago
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