The Portfolio Manager executes daily trading workflows, manages client sessions, ensures compliance, and monitors trade execution quality for sub-advisory clients.

Manage full lifecycle retirement account operations (contributions, distributions, rollovers, RMDs), prepare and file tax forms (1099-R, 5498) via FIRE/IRIS, ensure IRC/ERISA/FINRA/SEC compliance, handle customer inquiries, and drive process improvements to reduce risk and increase operational efficiency.