Client Portfolio Manager, AVP
Company: Dynasty Financial Partners, LLC
Location: Saint Petersburg
Posted on: February 19, 2026
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Job Description:
Job Description Job Description Description: JOB OVERVIEW: The
Dynasty Investment team is responsible for the delivery and
servicing of the investment platform to the Dynasty network of
independent financial advisors. Services include Outsourced CIO,
portfolio consulting, support, investment product access,
technology access, market commentary, capital market transactions,
investment committee participation, and more. The Client Portfolio
Manager AVP role will be integral to the Investment Management and
Research team. We are seeking a knowledgeable and dynamic person to
join our team, focused on supporting the portfolio management
process and client coverage. The ideal candidate will have an
interest in financial markets and portfolio management and will
want to develop a deep understanding and ownership of our products,
operational policies, and investment process. KEY RESPONSIBILITIES:
Support client deliverables by preparing detailed proposals for new
assets, compiling monthly market and portfolio updates, and
handling ad-hoc requests with precision and timeliness to ensure
advisors have accurate, actionable information. Collaborate with
senior team members on investment research and capital market
analytics, contributing data-driven insights and supporting the
development of portfolio positioning strategies that align with
Dynasty’s investment philosophy. Communicate Dynasty’s House View
and portfolio positioning, providing context on market outlook and
strategic tilts to help advisors articulate the firm’s investment
philosophy. Deliver timely updates on portfolio changes and asset
allocation shifts, explaining the rationale behind adjustments and
their impact on client portfolios. Maintain competitive landscape
awareness and articulate product differentiation. Support RIA
relationships by addressing inquiries and helping ensure adoption
of model portfolios. Prepare performance reports and contribute to
quarterly reviews with return and attribution analysis. Provide
marketing materials and commentary to support RIA business
development and client presentations. Requirements: QUALIFICATIONS
3–5 years of experience in investments, portfolio analytics, or
client service. Bachelor’s degree in finance, economics, or a
related field. Series 7 registration preferred but not mandatory.
Progress toward MBA, CFA, CIMA®, or CAIA designations a plus, but
not required. Strong interest in financial markets, investment
strategies, capital markets, and portfolio management. Experience
with financial industry software and analytical tools, such
Morningstar Direct, YCharts, FactSet or Bloomberg is preferred.
Excellent communication and presentation skills. Excel and
PowerPoint experience required. Client focused with a dedication to
delivering high quality service. Detailed Oriented with strong
analytical and problem-solving abilities. Possess the ability to
complete tasks with minimal supervision and willingness to take
initiatives. Must be able to partner, collaborate and work in a
team environment. BENEFITS Health Insurance Dental insurance Vision
insurance Retirement plan 401(k) 401(k) matching Paid Time Off
FSA/HSA benefits plans Disability benefits Voluntary Life Insurance
Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY: Dynasty
Financial Partners is committed to providing equal employment
opportunities and ensuring that all employment-related decisions
are made without regard to race, color, sex, age, national origin,
religion, physical or mental disability (unrelated to the ability
to perform job duties) veteran status, or any other protected
status under applicable law.
Keywords: Dynasty Financial Partners, LLC, Orlando , Client Portfolio Manager, AVP, Accounting, Auditing , Saint Petersburg, Florida
