Portfolio Manager

Are you a seasoned investment leader with a passion for building efficient, low-cost, and tax-optimized portfolios for discerning clients?

Means Wealth Management, a family-owned wealth management firm with a rich history dating back to 1935, seeks a visionary Portfolio Manager. We believe we are not just another financial services firm; we are a close-knit group dedicated to providing exceptional service to our clients and fostering a supportive and collaborative environment for our employees. This is an in-office position based in either our Greenville, SC, or Bangor, ME, location.

In this role, you will:

• In collaboration with the firm’s Investment Committee, develop and oversee the firm’s overall investment strategy, aligning it with client goals and market conditions.
• Assist a team of experienced advisors, providing guidance and mentorship, and ensuring seamless portfolio construction and management.
• Conduct in-depth market research and analysis, identifying promising investment opportunities and mitigating risks.
• Represent the firm at various events, sharing insights and thought leadership.
• Evaluate, recommend, and implement improvements to our current technology platform and trading tech suite to optimize efficiency and client experience.

To thrive in this position, you will:

• Possess a minimum of 5 years of experience in an investment or portfolio manager role.
• Hold an active Series 65, or equivalent, and clean U-4
• Be a strategic thinker with a deep understanding of financial markets, asset allocation, and investment management.
• Possess exceptional communication and interpersonal skills, effectively leading and collaborating with team members and clients.
• Share our commitment to putting client interests first and exceeding their expectations.

What we offer:

• Family-owned: We prioritize a culture of care and respect, both for our clients and our employees.
• Long-term perspective: We are focused on building lasting relationships and helping clients achieve their long-term financial goals.
• Entrepreneurial spirit: We encourage innovation and empower our team members to make a difference.
• Competitive compensation and benefits package: We recognize and reward top talent.

If you are a visionary investment leader who is ready to make a significant impact on a growing firm with a rich history, we encourage you to apply.

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Investment: 5 years (Required)

Work Location: In person