Client-facing Portfolio Manager

RFG Advisory is looking for a sophisticated, diligent, and motivated professional to join our Bluemonte investment team. Bluemonte is RFG’s institutional-caliber in-house investment management platform responsible for investing approximately 40% of total client assets under management. Through Bluemonte we partner with our Advisors as their outsourced CIO.

RFG Advisory is an innovator in the wealth-management industry. Recognized by Investment News as a 2022 and 2021 Best Places to Work for Financial Advisers, our team of A-players have a servant heart and a warrior mindset. What drives our success is a team of professionals who work together to build the premier platform for independent Financial Advisors.

Please note, this position can be done remotely but will involve travel so you must be near a major airport or willing to relocate in order to be considered.

Your Opportunity:

  • Build relationships with our Advisors
  • Deliver 1-1 and group presentations to Advisor clients and prospects
  • Conduct in-person portfolio discussions
  • Help advisors build customized Bluemonte portfolios
  • Create and communicate macro-economic and market updates via video and written format
  • Liaison with the investment team to provide client-ready deliverables, marketing materials and insights
  • Coordinate development of client presentation materials and performance reports with team members
  • Support business development activity
  • Develop presentations for CEO’s client prospects

Position Requirements:

  • MUST HAVE Series 65
  • BA or BS degree required: major in finance, economics, physical sciences, engineering, mathematics or similar discipline is preferred
  • At least 10 years’ work experience in the financial industry
  • Successful public speaker and experience delivering client and prospect-facing presentations to large groups and 1-1
  • Understanding of fixed income or equity investment concepts; Interest in and understanding of financial markets and institutional investing
  • Experience in research and analysis
  • Superior undergraduate record
  • Strong working knowledge of PowerPoint and proficient Excel skills
  • Ability to grasp issues and offer innovative solutions

Benefits for You:

  • Health, Dental and Vision Insurance with company stipend
  • 401(k) + Safe Harbor contribution
  • Short-term and Long-term Disability + Life Insurance
  • Dependent Care FSA and Medical FSA
  • Generous PTO, Company Holidays & Charitable Work Day
  • Maternity/Paternity leave
  • Surface Pro + home office setup provided
  • Loads of RFG Swag
  • Continuing Education support

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team was a 97 with 100% participation! Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply!