Portfolio Management Professional

COMPANY BACKGROUND

Stack Financial Management (SFM)

Located far from Wall Street in beautiful northwest Montana (just 40 minutes from Glacier National Park), Stack Financial Management has earned a reputation as one of America’s premier investment advisors with over $1.9 billion in assets under management for clients in 47 states.  We have spent more than 30 years building one of the nation's "Top 100 Independent Financial Advisors" with a 97% client retention rate.  We’ve achieved this by always hiring the best of the best in all areas of our business and keeping a relentless focus on risk management while putting our clients first. 

POSITION DESCRIPTION

We are currently offering a challenging and rewarding opportunity for the right Portfolio Management Professional to join our team on-site in Whitefish, Montana.  This position is ideal for a self-motivated professional who is passionate about delivering exceptional investment management and client service, while enjoying a dynamic work environment.

We look forward to welcoming a new member to our Portfolio Management Team who will contribute to the continued success of both our clients, and our firm, for years to come. 

JOB DUTIES AND ESSENTIAL FUNCTIONS

• Perform equity market research and make recommendations on both asset allocation and security selection.
• Actively contribute to investment committee decisions on portfolio strategy. 
• Collaborate with the team in writing insightful publications and display thought leadership that clearly communicates our investment strategy. 
• Build and maintain long-term relationships with current and prospective clients on an ongoing basis.
• Prepare portfolio reviews and perform tax-sensitive transition planning for prospects and clients.
• Assist in the preparation and execution of large block trades and periodic account rebalancing.
• Participate in business development, firm presentations, and special events.

WHAT IS THE SALARY RANGE FOR THIS POSITION

Salary is commensurate with experience and qualification. 

SFM offers competitive compensation, a robust benefits package —including a generous retirement plan— and the opportunity to work alongside talented and dedicated people in a vibrant community that offers year-round outdoor recreation.

KEY QUALIFICATIONS

• Appreciation for risk management and experience incorporating it into stock selection and portfolio construction.
• Strong understanding of equity markets with experience in security analysis and portfolio management.
• Exceptional written and oral communication skills with the ability to clearly explain your thinking and tailor your message to the audience.
• A collaborative mindset when it comes to working as a team and serving our clients.
• Aptitude for leveraging technology and mastering new software applications.
• Attention to detail, intellectual curiosity, and a strong work ethic.
• Bachelor's degree required, and 5+ years of experience in a high-net-worth client environment preferred.
• Holds or is actively pursuing CFA charter.
• Has completed or is willing to complete the FINRA Series 65 Uniform Investment Advisor Law Examination or holds an eligible waiver (CFA, CFP, ChFC, CIC, or PFS).