Advisor-Facing Portfolio Manager: Complex, Tax-Efficient

Trilogy Financial
US
Remote

Job Description

A financial services firm in Denver is seeking a Portfolio Manager to bridge investment strategy and advisor support. You will oversee the implementation of complex investment cases and communicate actionable investment strategies to financial advisors. The ideal candidate has a strong background in finance, excellent communication skills, and at least 5 years of relevant experience. This position offers competitive compensation and a range of employee benefits including comprehensive insurance and 401(k) matching.

Skills & Requirements

Technical Skills

communicationfinance

Level

mid

Posted

4/6/2026

Apply Now

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