Senior Portfolio Manager

About the Firm

Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures.

• Institutional-quality investment management
• Advanced trust and estate planning coordination
• ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance)
• Tax-aware wealth structuring
• Long-term family governance and capital preservation

We operate in a founder‑led, relationship‑intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all‑in‑house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.

As we scale selectively, we are seeking to deepen our investment and planning bench with a senior‑caliber professional.

We are seeking a CFA Charter holder to serve as a senior investment authority within the firm.

This is a hybrid role that combines:

• Institutional portfolio strategy
• UHNW client‑facing engagement
• Cross‑disciplinary wealth planning integration

This role is designed for a sophisticated investment professional who wants to operate in a high‑trust, high‑complexity advisory environment — not a mass‑market platform.

• Design and oversee strategic asset allocation frameworks
• Conduct rigorous manager and fund due diligence
• Monitor portfolio risk exposures across market cycles
• Develop capital market assumptions and forward‑looking outlooks
• Present portfolio strategy and performance to UHNW clients

• Participate in high‑level client meetings alongside senior advisors
• Articulate portfolio positioning and macroeconomic insights with clarity
• Address complex liquidity, risk, and concentration issues
• Reinforce the firm’s investment discipline and long‑term philosophy

Develop working expertise in:

• Trust planning structures and estate strategy coordination
• Generational wealth transfer considerations
• ERISA fiduciary standards
• 401(k), Defined Benefit, and Cash Balance plan design
• Integration of retirement plans within broader family balance sheets

You will collaborate closely with senior advisors to ensure seamless alignment between investment management and comprehensive wealth strategy.

• CFA Charter holder strongly preferred
• 7 years in institutional asset management, OCIO, private wealth, or multi‑family office environment
• Experience presenting to sophisticated high‑net‑worth investors
• Strong executive presence and professional polish
• Clear, articulate communicator — capable of commanding a room
• Demonstrated intellectual rigor and independent thinking
• High discretion and emotional intelligence

• Exposure to estate planning structures
• Familiarity with ERISA and retirement plan advisory
• Experience with complex, multi‑entity family wealth structures

• Not a junior analyst role
• Not a commission‑driven sales position
• Not a siloed back‑office function

This role requires both technical excellence and client‑facing confidence.

This role is ideal for a professional who:

• Values intellectual rigor over sales theatrics
• Wants direct access to decision‑makers
• Seeks exposure to complex UHNW planning environments
• Desires long‑term growth within a boutique, high‑integrity platform

• Base Salary Range: $150,000 — $250,000 (commensurate with experience and depth of expertise)
• Performance‑based bonus aligned with investment oversight, client impact, and strategic contribution
• Long‑term growth pathway into senior advisory or investment leadership role

• 401(k) retirement plan
• Comprehensive health insurance coverage
• Dental insurance
• Vision insurance