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UHNW Family Portfolio Manager & Strategy Lead
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-31
Listing for:
Construction Association of Michigan
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Wellspring, a multi-family office, seeks a Portfolio Manager to lead public markets strategy, trading, and research while partnering closely with the CIO and advisory teams. You will build model portfolios, oversee client onboarding, and translate market views into actionable guidance for ultra‑high‑net‑worth families.
You will mentor junior analysts, collaborate across tax, estate, and planning colleagues, and drive the evolution of governance as the platform scales.
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