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Senior Portfolio Manager - Wealth & Trust Advisory

Job in Town of Granger, Allegany County, New York, USA
Listing for: J&T Business Consulting
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 230000 USD Yearly USD 140000.00 230000.00 YEAR
Job Description & How to Apply Below
Location: Town of Granger

J&T Business Consulting seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and uphold fiduciary standards across Trust and Wealth Advisory accounts.

Ideal candidates bring 8+ years in investment management, a CFA or MBA preferred, and proven leadership in portfolio structuring, client education, and market-driven strategy communication.

We invite applications for the Senior Portfolio Manager - Wealth & Trust Advisory position located in Town of Granger, NY, United States.

The position is based in Town of Granger, NY, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 140..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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