Lead investment management for high-value client relationships with sophisticated needs
Ensure operational accuracy, compliance, and high-touch client servicing
Create and adjust asset allocation strategies to align with evolving client goals
Conduct in-depth portfolio reviews and guide long-term wealth planning conversations
Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities
Contribute to team investment philosophy and tactical allocation decisions
Collaborate with legal, tax, and planning experts to deliver holistic solutions
Serve as a subject matter expert in client meetings and internal strategy sessions
Identify risks and opportunities across portfolios and macroeconomic trends
Support growth of the Private Asset Management business through referrals and insights

5 years complex, direct portfolio management experience with individual clients
7 – 10 years complex, direct portfolio management experience with individual clients (preferred)
Bachelor’s degree
CFA or CFP certification
Previous experience with various trading platforms
Previous experience with investment research platforms
Deep understanding of investment acumen
Strong proficiency and deep demonstrated background in client relationship building skill set

Senior Portfolio Manager – Private Asset Management

About this role