Portfolio Manager & Head Trader

Sanctuary Wealth•Lawrence, KS

2d•Onsite

About The Position

Bowersock Capital Partners (BCP) is a $1.1B wealth management firm seeking a Portfolio Manager & Head Trader. This role combines daily trading, measured discretion, investment diligence, and platform oversight across traditional and alternative investments. The individual will report to and work directly with the CEO and Founding Partner, offering meaningful influence on portfolio construction and manager selection within a collaborative investment process. BCP provides comprehensive financial management for successful professionals, business owners, and high-net-worth families, developing individualized, long-term strategies.

Requirements

5+ years of experience in portfolio management, trading, or multi-asset investing
Undergraduate degree required
Series 7 and 65, or 63 and 66, required
Familiarity or experience with various industry custodians and proprietary trading tools, including Pershing LLC, Pershing PAS, Schwab, Fidelity, and Goldman Sachs
Familiarity or experience with Turnkey Asset Management Platforms (TAMP) and/or equivalent FinTech solutions and technology
Demonstrated experience executing trades across diversified portfolios, conducting fund or manager diligence, and communicating with clients and third-party managers
Strong understanding of tax-aware investing, multi-asset portfolio construction, and wealth management portfolio dynamics
Comfortable operating with accountability, influence, and collaboration
Process-driven, disciplined decision-maker

Nice To Haves

CIMA or CFA designation a plus but not required

Responsibilities

Execute trades across client portfolios, including ETFs, mutual funds, equities, and alternatives
Manage rebalancing, cash flows, and tax-aware implementation
Exercise discretion within defined portfolio guidelines
Monitor markets and adjust positioning within established frameworks
Conduct due diligence on mutual funds, ETFs, third-party managers, structured investments, and individual stocks
Document due diligence and select individual securities, as applicable
Lead sourcing and evaluating alternative investments
Develop investment recommendations, including supporting analysis, portfolio fit, and risk considerations
Maintain and evolve the firm’s approved investment list
Serve as primary investment liaison with external fund managers and GPs
Serve as primary investment liaison with 55ip for direct indexing and tax-aware platform needs
Serve as primary investment liaison with Vestmark for UMA and managed accounts platform needs
Collaborate with investment teams and specialists at partner firms
Oversee implementation and monitoring of portfolios across platforms
Ensure consistency between portfolio strategy and execution
Collaborate on asset allocation and portfolio design
Provide input on tactical positioning and risk management
Contribute to ongoing refinement of the firm’s investment process
Run monthly investment and strategy meeting
Operate with measured discretion in day-to-day portfolio implementation and trading
Play a central role in evaluating and recommending investment opportunities
Contribute meaningfully to investment decisions, including alternative investments
Collaborate with firm leadership on final investment decisions, particularly for new investment vehicles and strategic allocation