Portfolio Manager - Financial Services

We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes.

While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative and fun work environment where together, we achieve more
• Environment supportive for learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

Portfolio Construction & Strategy

• Implement investment models within client portfolios based on guidance from Wealth Managers
• Partner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plans
• Prepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisions
• Coordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates

Portfolio Monitoring & Management

• Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actions
• Initiate trade requests aligned with client needs and portfolio strategy
• Ensure accurate and timely implementation of model updates across client portfolios
• Maintain high standards of accuracy, consistency, and documentation in portfolio management activities

Trading Oversight & Approvals

• Review and provide second-level approval for trades generated by the Portfolio Management trade proposal team
• Serve as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as needed
• Partner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices

Integral member of the Portfolio Management team

• Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectives
• Partner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technology
• Design and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platform
• Build strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to "a cocker spaniel."

We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge & Technical Skills

• Strong knowledge of portfolio construction, asset allocation, and investment strategy
• Deep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investments
• Working knowledge of entity structures such as trusts, partnerships, and LLCs
• Advanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus

Professional Skills & Attributes

• Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisions
• Excellent communication skills, with the ability to clearly convey information across a variety of audiences
• Highly organized with the ability to manage multiple priorities and…