Director of Portfolio Management - Strive

Strive is a leader in the shareholder-first movement in the United States, establishing one of the country’s fastest-growing asset management firms with over $1.9 billion in assets under management since its founding in 2022. Driven by core American values—Excellence, Meritocracy, Innovation, and Capitalism—Strive’s approach resonates strongly with investors and consumers alike.

Following the recent close of a $30 million Series B financing round led by Cantor Fitzgerald, Strive is launching its Wealth Management division. We are looking for mission-aligned, top-tier talent to help build this new business and drive our success.

Strive seeks a Director of Portfolio Management to join our team in Dallas, Texas and contribute to the development of a premium wealth management experience. The Portfolio Management Group is dedicated to delivering operational excellence to our clients while supporting Advisors in managing relationships. This role is central to creating a seamless, high-quality service experience that enables Advisors to focus on growth.

Responsibilities: 

• Oversee portfolio construction, rebalancing, and performance monitoring for client accounts.
• Develop and implement investment strategies tailored to individual client goals and risk profiles.
• Manage asset allocation, tax efficiency, and rebalancing strategies across portfolios.
• Lead and mentor a team of portfolio managers and investment analysts.
• Foster a culture of continuous improvement, collaboration, and professional development.
• Act as the primary liaison for Envestnet Tamarac, ensuring the platform is fully utilized for reporting, trading, and client communication.
• Partner with technology and operations teams to integrate and automate workflows for greater efficiency.
• Provide training and support for team members on Tamarac and other portfolio management tools.
• Collaborate with financial advisors to understand client needs and provide customized investment solutions.
• Communicate portfolio strategies, performance, and market updates to advisors and clients.
• Ensure portfolios are managed in compliance with regulatory requirements and firm policies.
• Monitor and manage risk exposure across client accounts.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field (CFA a plus but not required).
• Series 65 or equivalent licensing required.
• 3+ years of experience in portfolio management within a wealth management or RIA environment.
• Expertise with Envestnet Tamarac, including trading, reporting, and CRM integration.
• Proven experience leading and managing teams in a fast-paced, client-focused environment.
• Deep knowledge of investment principles, financial markets, and asset allocation strategies.
• Advanced proficiency with portfolio management systems and analytical tools.
• Strong verbal and written communication skills with the ability to build and maintain relationships with clients, prospects, and team members.
• Detail-oriented with excellent organizational skills and the ability to prioritize effectively in a dynamic environment.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat. Experience with CRM tools (HubSpot), custodian platforms (particularly Charles Schwab Advisor Center) and/or Addepar is a plus. Experience with Envestnet Tamarac is required.

Benefits:

• Competitive compensation package, including a generous initial equity grant
• Health, Vision & Dental Insurance
• 401K plan
• PTO
• & plenty of others!
  
  Strive provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.