JOB DETAILS

Client Portfolio Manager, AVP

CompanyDynasty Financial Partners, LLC
LocationSt. Petersburg
Work ModeOn Site
PostedMarch 27, 2026
About The Company
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 *Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*
About the Role

Description

JOB OVERVIEW:

The Dynasty Investment team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting, support, investment product access, technology access, market commentary, capital market transactions, investment committee participation, and more.

The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the portfolio management process and client coverage. The ideal candidate will have an interest in financial markets and portfolio management and will want to develop a deep understanding and ownership of our products, operational policies, and investment process.


KEY RESPONSIBILITIES:

  • Support client deliverables by preparing detailed proposals for new assets, compiling monthly market and portfolio updates, and handling ad-hoc requests with precision and timeliness to ensure advisors have accurate, actionable information. 
  • Collaborate with senior team members on investment research and capital market analytics, contributing data-driven insights and supporting the development of portfolio positioning strategies that align with Dynasty’s investment philosophy. 
  • Communicate Dynasty’s House View and portfolio positioning, providing context on market outlook and strategic tilts to help advisors articulate the firm’s investment philosophy.
  • Deliver timely updates on portfolio changes and asset allocation shifts, explaining the rationale behind adjustments and their impact on client portfolios.
  • Maintain competitive landscape awareness and articulate product differentiation.
  • Support RIA relationships by addressing inquiries and helping ensure adoption of model portfolios. 
  • Prepare performance reports and contribute to quarterly reviews with return and attribution analysis. 
  • Provide marketing materials and commentary to support RIA business development and client presentations.


Requirements

QUALIFICATIONS

  • 3–5 years of experience in investments, portfolio analytics, or client service.
  • Bachelor’s degree in finance, economics, or a related field. 
  • Series 7 registration preferred but not mandatory.
  • Progress toward MBA, CFA, CIMA®, or CAIA designations a plus, but not required.
  • Strong interest in financial markets, investment strategies, capital markets, and portfolio management. 
  • Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred.
  • Excellent communication and presentation skills. 
  • Excel and PowerPoint experience required.
  • Client focused with a dedication to delivering high quality service. 
  • Detailed Oriented with strong analytical and problem-solving abilities.
  • Possess the ability to complete tasks with minimal supervision and willingness to take initiatives.
  • Must be able to partner, collaborate and work in a team environment.

 BENEFITS

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off 
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law. 

Key Skills
Investment StrategiesPortfolio ManagementClient ServiceAnalytical ToolsCommunication SkillsPresentation SkillsFinancial MarketsProblem-SolvingTeam CollaborationAttention to DetailExcelPowerPointData-Driven InsightsMarket CommentaryPerformance ReportingClient Focus
Categories
Finance & AccountingManagement & LeadershipCustomer Service & SupportConsulting
Benefits
Health InsuranceDental InsuranceVision InsuranceRetirement Plan 401(k)401(k) MatchingPaid Time OffFSA/HSA Benefits PlansDisability BenefitsVoluntary Life InsuranceBasic Life Insurance
Job Information
📋Core Responsibilities
The Client Portfolio Manager AVP will support client deliverables, prepare proposals, and collaborate on investment research. They will also communicate portfolio positioning and maintain awareness of the competitive landscape.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
223
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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