Vice President, Portfolio Strategy - Beacon Capital Management

Sammons Financial Group • Centerville, OH

1d

About The Position

Lead Beacon Capital Management's investment organization and guide the long-term strategic direction of its investment platform across model portfolios, ETFs, and a mutual fund. Oversee the investment team and process, collaborate on evolving BCM's strategies, and help ensure its investment capabilities align with market trends, advisor needs, and growth objectives. Serve as a key external investment voice, engaging advisors, partners, and industry audiences on market dynamics, portfolio strategy, and investment philosophy. Support business growth through advisor engagement, thought leadership, and close partnership with distribution and senior leadership. The position is subject to an SEC compliance program that may include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions.

Requirements

• 10–15 years of investment management, portfolio management, investment research, asset allocation, or investment strategy experience (preferred).
• Demonstrated experience speaking publicly about markets, portfolio strategy, and investment concepts to advisors, clients, partners, or industry audiences (preferred).
• Experience developing or leading investment communications, such as market commentary, presentations, blogs, white papers, advisor education, or other thought leadership (preferred).
• Ability to clearly present investment recommendations, strategy changes, and business rationale to senior leaders, committees, advisors, and other stakeholders (preferred).
• Experience leading, managing, or developing investment professionals or cross-functional investment initiatives (preferred).
• Experience with multiple investment vehicles, including model portfolios, ETFs, mutual funds, or other registered investment products (preferred).
• Comfort operating in a small, collaborative organization where senior leaders are expected to be strategic and hands-on.
• Ability to translate strategic priorities into operational reality by aligning communication, accountabilities, resources, processes, and measurement systems to achieve measurable and sustainable results.
• Strong organizational skills and demonstrated ability to prioritize competing initiatives and deliver results in a growing, entrepreneurial environment.
• Strong investment judgment and decision-making skills, including the ability to balance risk, opportunity, business needs, and fiduciary responsibility.
• 20% travel as required.
• A credit and criminal background check is required.
• Candidates must not require immigration sponsorship or work authorization for this role, now or in the future.

Nice To Haves

• Bachelor's degree in finance, economics, accounting, business, or a related field (preferred).
• CFA designation (preferred).

Responsibilities

• Oversee the investment process across BCM strategies, including performance review, portfolio oversight, adherence to investment objectives, and collaboration with the team responsible for implementation and trading.
• Lead the strategic evolution of BCM's investment platform by evaluating market needs, advisor demand, portfolio construction opportunities, and potential enhancements or additions across models, ETFs, mutual funds, and other investment capabilities.
• Partner with BCM and Sammons Financial Group Companies leadership to align investment strategy, product direction, and team priorities with long-term growth objectives.
• Lead the investment team by setting priorities, guiding research, developing talent, overseeing investment communications, and ensuring key projects are executed effectively.
• Partner with distribution and strategic relationships to explain BCM's investment philosophy, strategies, benefits, risks, and portfolio applications.
• Serve as a senior investment resource for advisors, partners, and internal teams on BCM strategies, market views, portfolio positioning, and performance.
• Represent BCM as a primary external investment voice at meetings, conferences, webinars, and other events.
• Ensure investment activities, communications, and governance practices align with applicable compliance requirements and internal policies.
• Monitor market and portfolio construction trends, advisor needs, competitive dynamics, and product developments to identify opportunities and risks.
• Lead collaboratively and hands-on, contributing directly to key initiatives as needed.
• Reinforce commitment to internal control processes, including those under Model Audit Rule and Record Information Management.
• Embrace Sammons Financial Group Companies' shared values of Accountability, Connection, Openness, Respect, and Integrity.
• Maintain regular attendance as required by the Company's Attendance and Punctuality policy to meet business service levels and workflow demands.
• Participate in other initiatives and projects as necessary.

Benefits

• Comprehensive medical, dental, and vision coverage for employees and their families, with HSA and FSA options and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• 100% company-funded Employee Stock Ownership Plan (ESOP) and automatic enrollment in a 401(k).
• Friday afternoons off year-round, generous paid time off, and paid holidays.
• Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Volunteer time off and a company nonprofit matching gift program.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive