The Strategic Implementer
Portfolio Manager – Tempo Wealth
Location:
Independence, OH (Remote or Hybrid options available depending on location) Website:
TempoWealth.com
Tempo Wealth is a fast-growing, fee‑only financial planning firm based in Independence, Ohio. We are seeking a
Portfolio Manager
to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes.
This position can be
fully remote
for qualified candidates outside the Cleveland area, or
hybrid
for those within commuting distance to our Independence office.
Salary & Benefits
Salary Range:
$100,000 – $140,000, commensurate with experience and credentials
Company‑paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO) ,
18 annual holidays , and
half‑day Fridays throughout the summer
Significant growth opportunity
with a career path toward
Chief Investment Officer
No business development requirements
Key Responsibilities
Manage portfolios for an existing clientele composed primarily of executives in public and private companies
Conduct due diligence on
private and alternative investments
Analyze prospective client portfolios to identify strengths and gaps
Build and maintain
portfolio models
and manage portfolio sleeves
Oversee trading operations and supervise staff involved in execution and rebalancing
Participate in and ultimately
lead the firm’s Investment Committee
Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions
Monitor
performance dispersion
and
risk characteristics
for ongoing suitability
Perform and summarize due diligence reviews for private and alternative investments
Stay current on
industry developments , attending relevant conferences and webinars
Collaborate with the team on
new investment technology initiatives
Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies
Qualifications
CFA® Charter holder
in good standing (required)
Minimum
5 years of portfolio management experience
Proven experience with
alternative and private investments
Excellent written and verbal communication skills, both internally and client‑facing
Strong analytical and organizational abilities with acute attention to detail
Technology‑savvy , with the ability to quickly learn and master investment platforms
Demonstrated
growth mindset
and adaptability within a dynamic, innovative environment
Experience with
Advyzon (CRM/reporting) ,
Schwab , or
Altruist
platforms a plus
Hiring Process Qualified candidates will begin with a
15–30‑minute Zoom interview
conducted by our external hiring consultant. If selected to proceed, candidates will complete a
Career History Form
and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr
Independence, OH (Remote or Hybrid options available depending on location) Website:
TempoWealth.com
Tempo Wealth is a fast-growing, fee‑only financial planning firm based in Independence, Ohio. We are seeking a
Portfolio Manager
to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes.
This position can be
fully remote
for qualified candidates outside the Cleveland area, or
hybrid
for those within commuting distance to our Independence office.
Salary & Benefits
Salary Range:
$100,000 – $140,000, commensurate with experience and credentials
Company‑paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO) ,
18 annual holidays , and
half‑day Fridays throughout the summer
Significant growth opportunity
with a career path toward
Chief Investment Officer
No business development requirements
Key Responsibilities
Manage portfolios for an existing clientele composed primarily of executives in public and private companies
Conduct due diligence on
private and alternative investments
Analyze prospective client portfolios to identify strengths and gaps
Build and maintain
portfolio models
and manage portfolio sleeves
Oversee trading operations and supervise staff involved in execution and rebalancing
Participate in and ultimately
lead the firm’s Investment Committee
Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions
Monitor
performance dispersion
and
risk characteristics
for ongoing suitability
Perform and summarize due diligence reviews for private and alternative investments
Stay current on
industry developments , attending relevant conferences and webinars
Collaborate with the team on
new investment technology initiatives
Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies
Qualifications
CFA® Charter holder
in good standing (required)
Minimum
5 years of portfolio management experience
Proven experience with
alternative and private investments
Excellent written and verbal communication skills, both internally and client‑facing
Strong analytical and organizational abilities with acute attention to detail
Technology‑savvy , with the ability to quickly learn and master investment platforms
Demonstrated
growth mindset
and adaptability within a dynamic, innovative environment
Experience with
Advyzon (CRM/reporting) ,
Schwab , or
Altruist
platforms a plus
Hiring Process Qualified candidates will begin with a
15–30‑minute Zoom interview
conducted by our external hiring consultant. If selected to proceed, candidates will complete a
Career History Form
and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr