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

About Company

Bowersock Capital Partners (BCP) is a $1.1B wealth management firm built on rigorous planning, disciplined investing, and a deeply client-centered approach. We provide comprehensive financial management for a select group of successful professionals, business owners, and high-net-worth families, developing detailed, individualized, long-term strategies designed to grow, protect, and ultimately transfer both assets and values across generations. Our team goes beyond the conventional advisor role by serving as true partners, thoughtful problem solvers, and persistent advocates for our clients’ best interests.

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
• Operate with measured discretion in day-to-day portfolio implementation and trading

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
• 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

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