Client Portfolio Manager (26Q3-049)

Our Client is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines. 



In this role you will:

1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting. 


2. Manage the activities and execution of the investment functions for a variety of clients. 


3. Develop portfolio allocation recommendations and oversee delivery of those recommendations. 


4. Develop and monitor custom portfolio strategies. 


5. Communicate with clients (ex. emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment. 


6. Provide top-level investment concierge services to existing clients. 


7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. 


8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team. 

Experience/Education Requirements:

1. Bachelor’s Degree in finance or related field required. 


2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.  


3. Four (4) years of experience in the UHNW space preferred. 


4. CFA charterholder, CFP® professional, or another approved advanced credential required. 


5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).