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Senior VP, Portfolio Manager - Private Wealth & Growth

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Whittier Trust Company
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 300000 USD Yearly USD 200000.00 300000.00 YEAR
Job Description & How to Apply Below

Whittier Trust in California seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash and alternatives within established guidelines. The SVP, PM will communicate with clients, prospects and referral sources and contribute to growth through business development.

Requirements include a Bachelor’s degree, MBA and CFA, 10+ years in portfolio management and strong investment research; experience with alternatives is a plus.

We invite applications for the Senior VP, Portfolio Manager
- Private Wealth & Growth position located in Menlo Park, CA, United States.

We are currently recruiting a Senior VP, Portfolio Manager
- Private Wealth & Growth for our team in Menlo Park, CA, United States.

This is a strong role to take on the Senior VP, Portfolio Manager
- Private Wealth & Growth role at Whittier Trust Company.

Position Requirements
10+ Years work experience
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