UHNW Family Portfolio Manager & Strategy Lead
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management
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.
Step into the UHNW Family Portfolio Manager & Strategy Lead role at Construction Association of Michigan in Cleveland, OH, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the UHNW Family Portfolio Manager & Strategy Lead role in the description above.
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