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BMSS Wesson Wealth Solutions (BWWS) is a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach in the financial services industry empowers our team members to excel. Through work that aligns with the way you were designed, you are positioned to achieve lasting impact in the lives of our clients.
PORTFOLIO MANAGER
HOME OFFICE TEAM / HYBRID WORK FLEXIBILITY / COMPENSATION BASED ON EXPERIENCE
General Summary: The Portfolio Manager serves a key role on the Wealth Strategies team as the primary liaison between BWWS wealth advisors, sub-advisors such as EverSource Wealth Advisors, asset managers, and the Investment Committee. This work includes delivery of investment allocation models including public and private market assets. The Portfolio Manager develops investment models in conjunction with our sub-advisors, administers investment research and analysis for our firm, and leads in the day-to-day oversight of client investment portfolios.
Overview
FLSA Status: Exempt
Reports to: CEO
Supervisory Responsibilities: No direct reports at this time
More about BMSS Wesson Wealth Solutions: Our firm serves the complex advisory needs of our clients - business owners, corporate executives, high-income professionals, and families stewarding earnings or inherited wealth. Blending the art and science of wealth management, our team supports clients holistically in each dimension of their financial lives - providing advice on retirement, risk management, tax optimization strategies, investment management, effective wealth transfers, and business succession. Beyond financial planning and investment advice, we engage clients in a life impact stewardship journey, guiding them to make their dreams a reality, with outcomes of generosity, legacy, service, healthy family dynamics, and impact investing.
Principal Duties and Responsibilities
Essential Functions
- Attend to relationships with existing sub-advisors and asset managers and handle the ongoing details concerning the firm's assets and client portfolios
- Collaborate with wealth advisors and their clients to write and implement investment policies
- Develop investment models and asset allocation models as needed on a client-by-client basis
- Lead in day-to-day client portfolio management and rebalancing, in conjunction with the EverSource Wealth Advisors Investments Team
- Handle trading as needed
- Manage research, analysis, and recommendations for public and private assets
- Review portfolios for each book of business in coordination with each wealth advisor
- Serve as a member of the Investment Committee
Job Specifications
Experience Requirements
- At least 5 years' experience in the financial services industry in one of the primary investment fields of Trust, Investment Management, Brokerage, or Registered Investment Advisory
- Portfolio management, trading, and rebalancing of client accounts
- Investment research, including analysis and recommendations
- Public and private markets
- Financial plan creation preferred
Education Requirements
Bachelor's degree
Required Licenses and/or Designations
CFA candidate or CFA professional designation
Preferred Experience, Education, and Training
- Graduate and/or post-graduate degree preferred
- CFP professional candidate or CFP designation preferred
- CAIA professional candidate or CAIA designation preferred
Ideal Candidate DNA
- Excellent character and reputation
- Self-starter
- Team player
- High sense of urgency
The statements above are not designed to cover or contain a comprehensive listing of competencies, activities, duties, or responsibilities that are required of the job. Duties, responsibilities, and activities may change at any time with or without notice.
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