Senior Portfolio Manager

Senior Portfolio Manager

A growing wealth management organization is seeking a senior Portfolio Manager to support complex private client and investment management relationships in the Atlanta area.

This is a strong fit for someone who enjoys the technical, thoughtful side of wealth management — portfolio strategy, investment oversight, client/advisor support, risk management, and long-term relationship‑focused planning — without being in a heavily production‑driven role.

• Manage and monitor complex private client investment portfolios
• Develop investment strategies aligned with client objectives, risk tolerance, liquidity needs, and long‑term goals
• Partner with internal client‑facing teams, advisors, and investment leadership
• Review portfolio positioning, securities, managers, risk, performance, and market conditions
• Communicate investment recommendations in clear, practical language to both technical and non‑technical audiences
• Support investment research, due diligence, policy alignment, and account issue resolution
• Identify issues early and make sound independent decisions with appropriate escalation
• Serve as a senior investment resource to internal partners and clients

• 12+ years of portfolio management, investment management, private banking, or wealth management experience
• Strong experience with private client, HNW, UHNW, family office, fiduciary, or relationship‑based investment portfolios
• Ability to explain complex investment topics simply and professionally
• Strong analytical judgment, attention to detail, and independent decision‑making
• Experience with investment policy, asset allocation, portfolio construction, risk management, and performance review
• Experience with portfolio management, investment reporting, CRM, compliance, or related financial systems
• Bachelor’s degree in Finance, Economics, Business, or related field preferred

Atlanta, GA Area — $155K–$170K Base + Bonus + Benefits

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