Tax-Managed Direct Indexing Portfolio Manager
$104.86k - $162.41kBCI 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
$91.82k - $140.57k
About this Opportunity As an Associate Portfolio Manager, Custom Indexing, you will be responsible for... ...transition, and ongoing management of tax‑managed client portfolios. This role... ...focus on the optimization process and Direct Indexing. Develop and maintain strong...TaxWork at office3 days per week$104.86k - $162.41k
About this Opportunity As a Portfolio Manager, Custom Indexing, you will be responsible for the planning, customization... ..., and ongoing management of tax‑managed client portfolios. This role... ...focus on the optimization process and Direct Indexing. Develop and maintain strong...TaxWork at office3 days per week- ...ongoing evolution of the operations supporting the direct indexing platform, ensuring scalable, accurate , and tax-efficient execution of personalized separately managed accounts (SMAs ). This role partners closely with portfolio management, technology, d ev/engineerin g ,...Tax
$75 per hour
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