Senior Portfolio Manager

Job Summary

Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers can manage customized client portfolios on a fully discretionary basis and provide advisory services and single mandate strategies.

• Understands strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments.
• Manages customized client portfolios on a fully discretionary basis, providing advisory services and single mandate strategies.
• Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and specialty assets (e.g., Timber, Farm, Oil and Gas).
• Monitors portfolios and rebalances to ensure asset allocation aligns with client objectives and risk tolerances.
• Oversees the completion of investment policy statements.
• Acts as a technical/industry expert in managing complex individual and family client relationships.
• Develops and recommends strategies to achieve clients’ investment goals.
• Conducts trade execution, maintains investment action plans, monitors overdrafts, and conducts Reg. 9 investment reviews.
• Documents account activities and client interactions.
• Supports revenue growth by meeting investment management, credit, and deposit goals.
• May develop and market specialized asset allocation products and services.
• Supervises, mentors, and coaches junior staff.

• 10‑15 years of investment decision‑making and financial consulting experience working with high net worth and ultra‑high net worth clients.
• Held positions of increasing responsibility with an established and prestigious financial services firm, most likely in wealth management, private banking and/or trust.
• Knowledge of fiduciary and financial products and services gained through extensive related work experience.
• Broad technical knowledge of investments, tax, legal and operations necessary to serve clients.
• Knowledge of fiduciary standards, principles and applicable laws and regulations.
• Skills in negotiating, delegating, leadership, superior client service and relationship management.

• Undergraduate degree in Finance, Accounting, Economics or equivalent.
• Appropriate credentials such as CPA, CFP and/or CFA designation.
• Graduate degree such as MBA or JD preferred.

• Advisory Client Investments
• Management
• Customer and Client Focus
• Investment Management
• Presentation Skills
• Active Listening
• Analytical Thinking
• Attention to Detail
• Client Experience
• Branding
• Valuation
• Ethics and Practice Standards
• Collaboration
• Critical Thinking
• Data Quality Management
• Trading
• Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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