Portfolio Manager

The Well is conducting a search on behalf of our client - an established, fee-only boutique independent RIA based in San Francisco, CA. With approximately $500 million in AUM and a focused client base of roughly 100 high-net-worth and ultra-high-net-worth relationships, this firm has built a reputation for deep, long-standing client partnerships and rigorous investment discipline over a century of operation in various forms.

This is a unique opportunity for a skilled, long-term-oriented investment professional to join a collaborative, high-integrity team at an exciting inflection point in the firm's growth. The successful candidate will serve a dual role as Portfolio Manager and Investment Counselor - contributing to the firm's investment process while building trusted, lasting relationships with clients. This is a full-time, on-site position in San Francisco.

• Serve as a member of the firm's investment policy committee, contributing to investment strategy and security selection
• Assist in the selection of 'Buy List' securities used to construct and manage client investment portfolios
• Conduct fixed income and equity research and present buy/sell recommendations to the investment policy committee
• Engage in both model and individual portfolio construction tailored to client objectives
• Trade client portfolios and collaborate with fellow portfolio managers throughout the trading process
• Monitor securities held in client portfolios to ensure ongoing alignment with portfolio objectives and firm investment strategy
• Interact directly with high-net-worth and ultra-high-net-worth clients, providing personalized, comprehensive financial advice
• Develop and maintain a thorough understanding of each client's goals, circumstances, and objectives
• Support firm organizational functions in a collaborative, team-oriented environment
• Build, cultivate, and grow new client and professional relationships as part of the firm's long-term business development efforts
• Contribute to a culture of transparency, continuous improvement, and shared accountability
• Participate in weekly operations meetings and ongoing team communication

• CFA charter holder
• 5 or more years of relevant experience in an RIA or investment management environment
• Demonstrated ability to work directly with high-net-worth or ultra-high-net-worth clients in a trusted advisor capacity
• Strong fixed income and equity research skills with hands-on portfolio construction and trading experience
• Undergraduate degree plus CFA, CFP, or other relevant advanced credential
• High integrity and genuine fiduciary orientation - clients come first
• Entrepreneurial spirit with the initiative to take on increasing responsibility over time
• Collaborative team player who thrives in a small-firm, roll-up-your-sleeves environment
• A track record of long-term commitment to employers and teams
• Willingness to work fully on-site in San Francisco, particularly during onboarding and early tenure

• Series 65, IAR, or comparable licensing
• CFP credential or active interest in obtaining one
• Experience in private wealth management (strong institutional candidates with the interpersonal aptitude to develop client-facing skills will be considered)
• Experience with business development and growing a client base
• Openness to relocation to San Francisco - a relocation package is available for the right candidate

• Base salary: $150,000 - $200,000+, commensurate with experience and qualifications
• Performance bonus: minimum 10% of base tied to firm profitability, scaling to 20%+ for strong individual performance
• Profit sharing plan: eligible after 12 months of employment, 100% immediately vested upon eligibility
• Health…