[Hiring] Vice President, Portfolio Strategy @Sammons Financial Group

Role Description

Lead Beacon Capital Management's (BCM) investment organization and guide the long-term strategic direction of BCM's investment platform across model portfolios, exchange-traded funds (ETFs), and a mutual fund. Oversee the investment team and investment process, collaborate on the development and evolution of BCM's strategies, and help ensure the firm's investment capabilities remain aligned with market trends, advisor needs, and growth objectives. Serve as a key external investment voice for BCM, speaking with advisors, partners, and industry audiences about market dynamics, portfolio strategy, and investment philosophy. Support business growth through advisor engagement, investment thought leadership, and close partnership with distribution and senior leadership teams. This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

What You'll Do In This Role

• Oversee the investment process across BCM's 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, including 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 BCM's long-term growth objectives.
• Lead the investment team, including setting priorities, guiding research, developing talent, overseeing investment communications, and ensuring key projects are executed effectively.
• Partner with distribution and key 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's strategies, market views, portfolio positioning, and performance.
• Serve as a primary external investment voice for BCM, including speaking with advisors, platform partners, and industry audiences at meetings, conferences, webinars, and other events.
• Ensure investment activities, communications, and governance practices are conducted in alignment with applicable compliance requirements and internal policies.
• Monitor market trends, portfolio construction trends, advisor needs, competitive dynamics, and product developments to identify opportunities and risks for BCM's investment platform.
• Lead with a hands-on, collaborative approach appropriate for a growing investment organization, contributing directly to key initiatives when needed.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

Qualifications

• Bachelor's Degree in finance, economics, accounting, business, or a related field (Preferred)
• 10-15 years' 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, including market commentary, presentations, blogs, white papers, advisor education, or other thought leadership (Preferred)
• Ability to present investment recommendations, strategy changes, and business rationale clearly 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)
• Comfortable 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; aligning communication, accountabilities, resource capabilities, internal processes, and ongoing measurement systems to ensure that strategic priorities yield measurable and sustainable results
• Strong organizational skills with demonstrated ability to prioritize competing initiatives and deliver results in a growing, entrepreneurial environment
• Strong investment judgment and decision-making skills, with the ability to balance risk, opportunity, business needs, and fiduciary responsibility
• CFA (Preferred)
• 20% Travel as required

Requirements

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.
• This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Benefits

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.