Senior Portfolio Manager

Description:

The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.

Key Responsibilities And Duties

• 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.

Additional Responsibilities

• All licenses must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred