Client-Facing Wealth Portfolio Leader HNW Clients
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-30
Listing for:
CFA Institute
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JFG is seeking a Senior Wealth Portfolio Manager in Madison to lead high-net-worth client relationships and deliver tailored investment strategies. You will work closely with the Wealth Advisor team to construct disciplined portfolios, monitor performance, and provide proactive guidance that aligns with each client’s goals and risk tolerance.
The role emphasizes integrity, ethical client service, and collaboration across planning and banking teams to ensure comprehensive, proactive financial
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