Portfolio Manager
Trilogy Financial · Denver, Colorado, US
Description The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution.
Job description
Description The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution. This role acts as the primary liaison for advisors on complex planning and portfolio construction, translating sophisticated economic insights, portfolio strategies, and alternative investment concepts into clear, actionable guidance. In addition to supporting advisor communication, this individual plays a key role in overseeing the implementation of complex investment cases, ensuring operational alignment, and continuously optimizing portfolios to meet client objectives. The ideal candidate combines deep technical investment expertise with strong communication skills and thrives in a collaborative, fast-paced environment. Benefits Summary: - Competitive Compensation - Comprehensive Medical, Dental, and Vision Insurance - Life Insurance - Long Term Disability - Supplemental Insurance - Paid Time Off and Holidays - Employee Advantage Program - Employee Assistance Program - 401(k) Matching - Eligible Profit Sharing - Career Development, Mentorship and Education - Team Events - Achievement Awards and Trips Requirements: - Clear...