Remote Portfolio Manager Job Description

Championing Inclusive Financial Strategy from Anywhere

Imagine a workplace where your financial expertise doesn’t just help portfolios thrive—it builds futures. We’re inviting passionate, empathetic professionals to join us as a Remote Portfolio Manager, a role that lets you impact lives and strategies while working from wherever you feel most empowered. With an annual salary of $107,796, this opportunity is more than a job—it’s a calling to lead through inclusivity, innovation, and collaboration.

🌍 A Human-Centered Mission

At our core, we believe financial stewardship is not just about numbers—it's about people. Our diverse team of strategists and advisors operates in a remote-first, inclusive workplace where every voice is valued and matters. We celebrate the strengths that come from different walks of life, ensuring every portfolio reflects values as much as it values those who hold them.

Our journey has been shaped by the individuals who bring their whole selves to work. From parents managing busy households to professionals returning after a career break, every perspective has played a key role in our evolution. This role is part of that journey—fueling a future of accessible, responsible investing.

🛠️ Your Role and Responsibilities

As a Remote Portfolio Manager, you’ll be entrusted with the care and development of client portfolios. But more than that, you’ll become a trusted partner in their financial journeys. Your responsibilities will include:

• Managing diverse portfolios tailored to individual risk profiles, life goals, and market opportunities
• Engaging in ongoing performance reviews, realignment, and rebalancing of client assets
• Utilizing sustainable investment strategies in line with clients’ values and current ESG (Environmental, Social, Governance) trends
• Collaborating with financial planners, analysts, and client experience teams to craft cohesive investment strategies
• Preparing detailed reports and visualizations to communicate portfolio performance clearly
• Supporting clients during market fluctuations with sound, emotionally intelligent advice
• Adhering to fiduciary duties and compliance regulations with a meticulous, values-driven approach

🧠 Skills and Tools That Empower You

To thrive in this role, you'll need to work comfortably with a range of remote portfolio management tools and financial analysis platforms. Familiarity with systems such as Morningstar Direct, eMoney Advisor, and the Bloomberg Terminal is essential. Experience using collaborative digital platforms, such as Slack, Zoom, and Notion, for team engagement is also highly valued.

We encourage innovation. Whether you’re leveraging AI-driven risk modeling or exploring passive vs. active strategies, please bring ideas that fuel growth and reflect client values.

🤝 The Work Culture You’ll Be Part Of

You’ll work within a collaborative, trust-centered environment that believes flexibility is fundamental. Our diverse team spans time zones and cultures, united by shared respect and purpose. We create space for open dialogue, celebrate each other’s milestones, and are committed to equity in both process and pay.

A few key cultural traits:

• Team-first spirit: You'll never walk alone—we move forward together.
• Inclusion in action: Beyond hiring practices, we embed accessibility and belonging into our workflows.
• Emotional intelligence: We listen to understand, not to respond.
• Balance matters: Your well-being isn’t just a talking point—it’s part of our business model.

🎓 Qualifications That Set You Up for Success

We’re looking for someone who brings both analytical rigor and heartfelt insight to the table. Candidates with the following background will thrive here:

• Bachelor’s degree in Finance, Economics, or a related field
• CFA or CFP certification strongly preferred
• At least five years of hands-on involvement in managing investment portfolios or providing strategic advisory services
• Deep understanding of asset allocation, risk tolerance, and retirement planning
• Experience in working with a remote advisory or virtual client model
• Ability to explain complex investment concepts in an empathetic, approachable way
• A growth mindset with a passion for ongoing learning

If you’ve taken an unconventional career path or bring a perspective not typically seen in finance, we’d especially love to hear from you.

✨ Why Join Us? The Benefits of Belonging

Here, benefits aren’t just a list—they're a reflection of how much we value your presence. As a full-time Remote Portfolio Manager, you'll receive:

• Flexible work hours and asynchronous collaboration
• Generous PTO and wellness leave
• Professional development stipends and paid certifications
• Inclusive parental leave and caregiver support
• Mental health and mindfulness resources
• Peer recognition and milestone celebration programs
• Equal opportunity growth pathways

📈 Growth, Purpose, and Possibility

This isn’t a static role. As you support clients in reaching their goals, we’ll help you in achieving yours. Many of our team members have evolved into senior leadership positions, advisory board roles, and innovation think tanks within the organization. Your portfolio of achievements can expand as fast as your ambition.

We're building a future that’s as financially sound as it is human-centered. Are you ready to help shape it?

📬 Ready to Make a Meaningful Move?

If this resonates with you, we’d love to get to know the person behind the resume. Bring your voice, your vision, and your values. We’re not looking for perfection—we’re looking for passion, empathy, and a hunger to contribute.

Apply today and help us redefine what remote portfolio management can be. Let’s shape more innovative portfolios and more compassionate futures—together.