Portfolio Strategy Manager
23 days ago
Coppell
Job DescriptionPosition Summary: The Portfolio Strategy Manager will serve as the functional lead for the firm’s centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm’s financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm’s investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership • Participate in the development and refinement of the firm’s centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above), • Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements., • Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm’s Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm’s investment philosophy., • Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks., • Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation., • Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy., • Serve as the advisor-facing expert on the firm’s portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring.Qualifications:, • Bachelor’s degree, • Active, current series 65 license or equivalent, • CFA/CAIA or progress toward designation a plus, • 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction—ideally within an established RIA, family office, or private bank., • Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices., • Experience managing portfolio consulting initiatives at scale is strongly preferred., • Proficiency with portfolio analytics tools and financial software., • Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors., • Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership., • Proven ability to manage, guide and mentor direct reports, • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.