Portfolio Manager

CAPTRUST

Portfolio Manager managing transition strategies for CAPTRUST's Portfolio Strategist team. Ensuring smooth integrations and adherence to investment guidelines while collaborating with internal teams.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $105,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions
Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources
Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints
Clearly communicate plan and expectations to internal stakeholders
Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
Manage data integrity in the CAPTRUST rebalancing and trading platform
Collaborate and communicate with the Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly
Review and implement trades for accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
Assist or run point on ad hoc requests within the team or from other teams as needed
Review and maintain key performance data for the team to report on a quarterly basis

Requirements

What you’ll need

7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment
Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity
Strong understanding of asset allocation, investment strategies, and portfolio construction principles
Proven experience evaluating portfolios against model strategy guidelines and client‑specific constraints
Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight
Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementinvestment implementationasset allocationinvestment strategiesportfolio constructionportfolio transitionsstrategy migrationsdata integrity oversightrebalancingtrading

Soft Skills

communicationcollaborationstakeholder managementarticulation of processesorganizational skillsproblem-solvingleadershipadaptabilityattention to detailreporting