Description:
The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution. This role acts as the primary liaison for advisors on complex planning and portfolio construction, translating sophisticated economic insights, portfolio strategies, and alternative investment concepts into clear, actionable guidance.
In addition to supporting advisor communication, this individual plays a key role in overseeing the implementation of complex investment cases, ensuring operational alignment, and continuously optimizing portfolios to meet client objectives. The ideal candidate combines deep technical investment expertise with strong communication skills and thrives in a collaborative, fast-paced environment.
Benefits Summary
- Competitive Compensation
- Comprehensive Medical, Dental, and Vision Insurance
- Life Insurance
- Long Term Disability
- Supplemental Insurance
- Paid Time Off and Holidays
- Employee Advantage Program
- Employee Assistance Program
- 401(k) Matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Team Events
- Achievement Awards and Trips
Requirements:
- Clear and effective communication skills.
- Advanced knowledge of Tax Loss Harvesting (TLH), tax-aware transitions, and managing portfolios within specific tax budgets.
- Ability to perform technical audits on investment plans to ensure alignment with Investment Policy Statements (IPS) and risk tolerance models.
- Pipeline & Workflow Management: Experience coordinating with trading and service teams to move complex cases (large-scale asset transitions) from proposal to execution.
- Acting as the primary point of contact for financial advisors on portfolios requiring high emotional intelligence and responsiveness.
- Cross-Functional Collaboration: Navigating the space between the high-level CIO office and the operational staff in the trading and service departments.
Essential Duties / Responsibilities
- Serve as the primary Planning and Investments Department point of contact for advisors.
- Translate complex economic guidance and alternative structures into technical talking points, empowering the advisor to communicate with confidence.
- Understand and eventually make recommendations to Trilogy senior decision makers on models and custom portfolios.
- Working with CIO, be available and able to communicate investment strategy to Trilogy advisors as needed.
- Prepare customized client materials for periodic reporting and meetings. Coordinates delivery of presentation materials for client and prospective clients. May attend client meetings.
- Lead the implementation of portfolios that fall outside standardized models, including those involving alternative investments, unique tax budgets, or large-scale asset transitions.
- Perform a final technical audit on plans designed by leadership to verify risk alignment and operational feasibility.
- Coordinate with Service and Trading teams to ensure large/complex cases move through the pipeline without friction.
- Serve as the internal point of contact for advisors, providing accurate and timely information on the status of complex trades and account funding.
- Proactively monitor and execute Tax Loss Harvesting (TLH) opportunities to maximize after-tax returns.
- Continuous monitor managed accounts to ensure allocations remain strictly aligned with the clients stated risk tolerance and Investment Policy Statement (IPS).
- Work on special projects as needed.
- Additional responsibilities as assigned or requested.
Minimum Qualifications
- BA/BS in Finance or Economics; CFA designation (or significant progress toward it) is highly preferred.
- Deep understanding of portfolio construction, alternative structures, and tax-efficient trading.
- Minimum of 5 years of experience, required.
Company Summary
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $4 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogys story lead? We believe the skys the limit.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use