Portfolio Manager & Head Trader

About the Opportunity

Portfolio Manager & Head Trader

Location: Lawrence, KS or Houston, TX (In-office, Mon-Fri)

Type: Full-Time, In Person

Firm: Bowersock Capital Partners

Reporting To: CEO and Founding Partner

Responsibilities

• Execute trades across client portfolios, including ETFs, mutual funds, equities, and alternatives
• Manage rebalancing, cash flows, and tax-aware implementation
• Conduct due diligence on mutual funds, ETFs, third-party managers, structured investments, and individual stocks
• Serve as primary investment liaison with external fund managers and GPs
• Collaborate on asset allocation and portfolio design

About You

Ideal Candidate Profile & Qualifications

Required Qualifications

• 5+ years of experience in portfolio management, trading, or multi-asset investing
• Undergraduate degree required
• Series 7 and 65, or 63 and 66, required
• Demonstrated experience executing trades across diversified portfolios
• Strong understanding of tax-aware investing, multi-asset portfolio construction, and wealth management portfolio dynamics

Preferred Qualifications

• CIMA or CFA designation a plus but not required

Benefits

• Comprehensive benefits package
• Competitive compensation
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid vacation and holidays

About Company

Bowersock Capital Partners is a small, independent financial services firm dedicated to delivering thoughtful, carefully constructed investment and financial planning solutions. We operate our business in partnership with Sanctuary Wealth, using Sanctuary’s platform, infrastructure, and operational support. Our size allows for meaningful collaboration, direct access to leadership, and the opportunity for each team member to make a tangible impact. We are committed to supporting our employees with a comprehensive benefits package, including competitive compensation, health, dental, and vision insurance, a 401(k) plan with employer match, and paid vacation and holidays. At Bowersock Capital Partners, we strive to create an environment where talented professionals can grow, contribute, and build rewarding careers.