With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.

B. Riley Wealth is a subsidiary of BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.

We are seeking an experienced and driven Sr Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each model's specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firm's financial advisors. The expected base salary range for this position is $125,000 - $175,000.

Duties of this position include, but are not limited to the following: Portfolio Management

• Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios
• Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives
• Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed
• Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions
• Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors

Advisor Relations & Internal Marketing

• Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors
• Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance
• Build strong working relationships with advisors to drive adoption and address portfolio-related questions
• Contribute to broader firm strategy on products and services