At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you
- 401(k) with company match
- Employer-Paid Disability, Life Insurance, and Employee Assistance Program
- Health, Vision, and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Learn more about us at
https://keatinginc.com/why-keating.
Keating & Associates IncSenior Portfolio Manager - Purposeful Wealth AdvisorsJob SummaryThe Senior Portfolio Manager leads the investment function for Purposeful Wealth Advisors, a Keating Advisor Team managing nearly $400 million in client assets and specializing in planning-focused wealth management.
Purposeful Wealth Advisors helps clients navigate retirement and other complex financial transitions with clarity and confidence. Joining this collaborative team offers the opportunity to pair sophisticated investment expertise with meaningful, planning-focused work that helps clients align their wealth with the lives they want to build.
Learn more about Purposeful Wealth Advisors at
https://purposefulwealthadvisors.com/The Senior Portfolio Manager will monitor markets and portfolio performance, evaluate investment opportunities and risks, oversee portfolio implementation, and serve as the team’s investment expert by translating complex market and portfolio information into clear, actionable insights for financial planners and clients. The ideal candidate brings sophisticated investment expertise, strong market awareness, intellectual curiosity, sound judgment, and a belief that disciplined, evidence-based portfolio construction—not frequent trading—is the foundation of successful long-term investing.
This is an exempt position. The position may be performed onsite in our Manhattan, KS, Overland Park, KS or Chicago, IL offices, hybrid, or remotely from an approved work location, subject to applicable employment requirements and firm policies. Remote employment is not available in all states.
The position reports to the President of Purposeful Wealth Advisors.
The anticipated base salary range for this position is $145,000–$175,000 annually, with eligibility for an annual bonus. Actual compensation will be determined based on factors such as experience, qualifications, skills, and other legitimate business considerations.
The following responsibilities represent the essential functions of the Senior Portfolio Manager position. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions, consistent with applicable law.
Perform other responsibilities reasonably related to the Senior Portfolio Manager role as needed to support evolving client needs, the investment function, and the continued growth of the firm.
Keating & Associates is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are based on job-related qualifications, skills, experience, and business needs, without regard to characteristics protected by applicable federal, state, or local law.