Portfolio Manager

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We are seeking a Portfolio Manager to support a team of advisors in reviewing, designing, and implementing portfolio strategies for our clients. You will work directly with our other Portfolio Managers, our client Relationship Managers, the firm’s Investment Committee, and our portfolio management software. Thorough computer skills are essential, particularly a knowledge of Excel.

• The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time.
• The work environment is professional, based on known relationships with people and well-defined processes.
• Job knowledge and competency is built through structured step-by-step training and positive, supportive coaching from management and peers. This position is designed to develop a valued technical expert, who, recognized and supported by management and a stable work environment, can deliver quality work on a consistent basis.
• Candidates that fit into our firm and culture have excellent communication skills, believe in a holistic financial planning and portfolio management focus for high-net-worth clients, a tactical asset allocation management philosophy, and a commitment to a fulfilling work/life balance.

• A fee-only wealth management company in Memphis, TN.
• An employee-owned firm. Seventeen of our twenty-two full-time employees are owners.
• Laser-focused on doing what is best for our clients.
• A team of professionals that believe we’re smarter and better together than we are apart. Our clients benefit from our collaborative approach.

• The Portfolio Manager position will be an entry level position as described above.
• By the end of the first year of service, we will expect you to obtain your Series 65 license.
• By the end of the first year of service, we will expect you to begin the process to earn your Certified Financial Planner (CFP®) designation. Obtaining this designation will be a long-term requirement of the job.
• As you gain Portfolio Management and CFP® education and experience, you will be given additional responsibilities as the primary Relationship Manager for certain clients of the firm.
• As the firm continues to mature and grow, there are exceptional opportunities for your personal and career growth at Legacy Wealth Management.
• The firm owners are looking for a long-term fit and the right candidate may have the opportunity to grow into a future owner of the firm.

• Understand Legacy’s investment philosophy and allocation strategy.
• Use technical/analytical skills to master Legacy’s rebalancing software, Tamarac Rebalancer.
• Helpful, supportive communication with members of the Client Service Team to learn about clients and implement/monitor appropriate portfolios for clients.
• Prepare portfolio reviews, investment policy statements, and asset allocation for client and prospect meetings.
• Perform post-meeting activities including documentation of meeting notes, analysis of risk tolerance, and portfolio implementation.
• Regularly monitor clients’ financial situations with attention to detail and accuracy.
• Interact with clients over the phone, virtually, and in person professionally and respectfully.
• Work with the custodial platforms Schwab and Fidelity;
  Tamarac software suite and YCharts.

• B.A. or B.S. degree from accredited four-year university
• CFP® certification preferred, but may be obtained while working
• Organized, with a strong attention to detail
• Ability to understand the logic of our trading software
• Strong technical and analytical financial skills
• Strong verbal and written communication skills
• Strong interpersonal skills
• Ability to identify, meet and follow through with client needs and requirements
• Must be a self-starter, problem solver and a goal-oriented team player
• Able to work independently
• Able to multi-task when needed
• Show curiosity and confidence when dealing with clients and principals
• Above average knowledge of Microsoft Excel and Word

• Competitive salary with performance-based pay program and long-term career track available
• 401k/profit sharing plan with generous match
• Three weeks starting vacation (pro-rated first year)
• Professional development budget for CFP® studies, CE, conferences and training
• Mentorship and Learning Opportunities

We truly have a team environment that fosters collaboration and always puts the client first. If you enjoy being part of a team and continuous learning, Legacy Wealth Management would be the ideal opportunity for you.