Overview
A wealth management advisory firm managing over $44.1 billion as of March 31, 2026, is seeking a Senior Portfolio Manager to join their team. This role involves working closely with Portfolio Management, Portfolio Strategy, and Family Office Services teams to deliver tailored investment solutions for ultra-high net worth and family office clients. The position requires overseeing trading activities, asset allocation, and portfolio performance monitoring while ensuring compliance with regulatory standards.
Responsibilities
- Manage client investment accounts for ultra-high net worth and family office clients, collaborating with the Director of Portfolio Management and Family Office Services to design and maintain customized portfolio strategies including asset allocation, rebalancing, and trade execution.
- Monitor portfolio risk exposures, concentration limits, and liquidity profiles, proactively identifying and mitigating risks to align portfolios with client objectives and firm guidelines.
- Generate, analyze, and interpret portfolio performance reports, providing insights on results, risks, and market conditions to financial advisors, clients, and internal stakeholders.
- Partner with the Compliance team to ensure trading activities, documentation, and portfolio management practices comply with regulatory requirements and internal policies; serve as an escalation point for complex compliance issues.
- Collaborate with financial advisors and Family Office Services to develop and evaluate customized investment proposals aligned with client objectives and wealth planning strategies.
- Maintain awareness of market trends, economic conditions, and investment opportunities, adjusting portfolio strategies to enhance returns, manage risk, and support long-term client goals.
- Contribute to refining portfolio management processes, investment guidelines, and best practices to support scalability and consistency across Family Office Services clients.
- Serve as a subject matter expert and mentor to junior portfolio management staff, providing guidance on portfolio construction, trading, and client service best practices.
Qualifications
- Undergraduate degree required, preferably in Business, Finance, Economics, or a related field.
- CFA designation required.
- Minimum of 7 years of experience in investment management, focusing on portfolio management, securities trading, and financial planning.
- Strong proficiency with portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and Fidelity.
- Advanced Excel skills; familiarity with programming or data analysis tools is a plus.
- In-depth knowledge of financial markets, asset classes, portfolio construction, and investment strategies.
- Excellent written and verbal communication skills, capable of presenting complex financial information clearly.
- Strong interpersonal skills with demonstrated ability to work effectively in teams; experience leading and mentoring junior staff preferred.
- High accuracy, organizational skills, and attention to detail; ability to manage multiple tasks and deadlines in a high-pressure environment.
- Ability to work autonomously, make informed decisions, and exercise discretion without direct supervision.
Compensation & Benefits
- 11 Paid Holidays plus 2 floating holidays
- 3 Weeks Paid Time Off (PTO)
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401(k) Retirement Account with company match contributions
- Free Mental Health services
- Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
Equal Opportunity Statement
The employer is an equal opportunity organization. All prospective employees will receive consideration without discrimination based on race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.