About the position The Portfolio Strategy Manager will serve as the functional lead for the firms centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firms financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firms investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Responsibilities • Participate in the development and refinement of the firms centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above) • Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements. • Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs) • Collaborate with the Head of Research & Trading, Director of Private Markets & the Firms Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firms investment philosophy. • Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks. • Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution. • Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation. • Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy. • Serve as the advisor-facing expert on the firms portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring. Requirements • Bachelors degree • Active, current series 65 license or equivalent • 5-8+ years of experience in investment strategy, asset allocation, or portfolio constructionideally within an established RIA, family office, or private bank. • Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices. • Proficiency with portfolio analytics tools and financial software. • Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors. • Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership. • Proven ability to manage, guide and mentor direct reports • Deep client empathy, sound judgment, and a high degree of discretion and professionalism. Nice-to-haves • CFA/CAIA or progress toward designation a plus • Experience managing portfolio consulting initiatives at scale is strongly preferred.