Experienced Portfolio Manager at Bellwether

Join Bellwether as an Experienced Portfolio Manager and elevate your career in investment management. This hybrid role focuses on client relationships and compliant portfolio execution.

As an integral member of Bellwether's investment management team, the Portfolio Manager will engage with high-net-worth clients, ensuring personalized strategies through comprehensive KYC lifecycle management. Collaborate with advisors during onboarding and leverage advanced wealth planning to create structured financial plans. Be an active contributor to investment committee discussions and collaborate with your team to shape future strategies.

Key Responsibilities:

• Conduct detailed KYC lifecycle management and annual reviews

• Support advisor onboarding and articulate investment offerings

• Create tailored wealth plans using advanced software

• Engage proactively in investment team meetings

• Manage portfolios by following IPS and firm mandates

Requirements:

• Registration as an Advising Representative is required

• 3–5 years of investment management experience

• Strong communication and presentation skills

• Proven ability to thrive in a collaborative environment

• CFA designations considered for rapid registration

Drive impactful changes in client portfolio management and relationship building at Bellwether.
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