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full-time

Portfolio Manager & Trader

Sanctuary Wealth

Employer
Sanctuary Wealth
Location
Lawrence, Kansas, United States
Working pattern
on-site

About the role

The role involves executing trades across diversified client portfolios and conducting rigorous due diligence on investment vehicles. The manager will oversee platform integration and collaborate with leadership on strategic asset allocation and portfolio construction. Candidates must have over 5 years of experience in portfolio management or trading and hold Series 7 and 65 (or 63 and 66) licenses. A bachelor's degree is required, and familiarity with industry custodians and TAMP platforms is essential.

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