Portfolio Manager

A highly respected independent wealth and asset management firm is seeking a Portfolio Manager to join its investment team and serve as a trusted advisor responsible for developing and managing customized investment strategies for a diverse client base.

With a strong national presence and continued expansion across multiple markets, the organization is growing its investment team to support increasing client demand and long-term strategic objectives.

This is an opportunity to work closely with high-net-worth individuals, families, and institutional clients while directly influencing investment outcomes, portfolio performance, and long-term growth.

Key Responsibilities

• Serve as a trusted advisor and primary relationship lead for clients
• Develop investment objectives and customized portfolio strategies
• Construct and manage diversified portfolios across multiple asset classes
• Conduct portfolio reviews and communicate performance, strategy, and market outlook
• Participate in investment committee activities and research initiatives
• Support manager due diligence, economic analysis, and asset allocation decisions
• Partner with relationship managers and leadership on business development opportunities

Qualifications

• Bachelor’s degree in Finance, Economics, or related field required; MBA preferred
• CFA designation strongly preferred
• 10+ years of experience in investment management, wealth management, or portfolio management
• Expertise in portfolio construction, asset allocation, and risk management across diversified asset classes
• Experience advising high-net-worth, ultra-high-net-worth, and institutional clients
• Strong understanding of fiduciary standards, investment policy statements, and wealth management principles
• Ability to clearly communicate complex investment concepts to sophisticated clients

Why Join

• High-visibility role with meaningful impact
• Collaborative and relationship-driven culture
• Entrepreneurial environment with strong growth potential
• Opportunity to directly influence client outcomes and long-term business growth