Job Details

Centura Wealth Advisory is hiring a Director of Portfolio Solutions. As the Director, you will drive organic and inorganic Assets Under Management (AUM) growth initiatives, provide investment support, train and develop Investment Advisors on Consulting teams, and secure new business to contribute to the organization's growth. You will collaborate with the Investment Department and report to the CIO, creating training materials and collateral aligned with the firm's philosophy, and assist in delivering solutions directly to clients.

Roles and Responsibilities:

• Lead AUM growth initiatives.
• Manage the team's portfolio proposal process, create proposals, and support client deliverables. Present solutions to clients.
• Serve as a player/coach to drive AUM growth through hiring, training, and developing Investment Advisors.
• Participate in recruiting external advisors, leading onboarding and portfolio conversion.
• Analyze client portfolios, identify gaps, and recommend investment solutions.
• Implement client proposals and oversee the investment management process.
• Manage opportunities within CRM and technology systems, identify new investment offerings, and present them to clients and prospects.
• Develop investment collateral and educational materials for clients and internal stakeholders.
• Participate in client meetings as an investment expert, aligning portfolios with client objectives and firm philosophy.
• Stay informed on industry developments and seek new strategies beneficial to clients.
• Provide leadership within the Investment Department and across the firm.

Qualifications & Experience:

• Proven track record in sales quotas and AUM growth.
• Strong knowledge of traditional and alternative investments.
• Experience creating and presenting client deliverables.
• Existing relationships with professionals serving high-net-worth clients.
• Ability to improve processes supporting scaling and growth.
• Bachelor's degree in finance, economics, or business preferred.
• 7+ years in financial services sales or business development.
• Certifications like CFA, CAIA, CFP, CIMA, or MBA preferred or willingness to obtain.

Required Skills:

• Excellent interpersonal skills.
• Strong oral and written communication skills.
• Proficient in sales/business planning and strategy execution.
• Proficient with Orion, brokerage interfaces, and market analytics tools.

Centura Wealth Advisory, headquartered in San Diego, serves clients nationwide as an SEC Registered Investment Advisory firm since 2005. We focus on client needs, uphold high ethical standards, and foster a culture of excellence. We are committed to diversity and inclusion, and we are an Equal Opportunity Employer. Compensation ranges from $175k to $200k base plus bonus.