Portfolio Manager III

Job Description

This role is responsible for working with complex, high‑net‑worth investors to create customized investment strategies, evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management.

• Works to understand the client’s situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives.
• Manages all aspects of the client’s investment portfolio, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Collaborates with teammates to deliver the bank’s full array of integrated solutions, such as equities, fixed income, alternative investments, and specialty asset management as appropriate.
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Stays up to date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
• Develops meaningful relationships with clients, demonstrating the highest care, skill, diligence, and ethics.
• Assists teams in driving client retention and business development, while mentoring associates.

• Minimum of 10 years of investment decision‑making and financial consulting experience with high‑net‑worth and ultra‑high net‑worth clients.
• Proven experience in progressively responsible positions at a prestigious financial services firm, typically in wealth management, private banking, or trust services.
• Knowledge of fiduciary and financial products and services through extensive related work experience.
• Broad‑based technical knowledge of investments, tax, legal, and operations necessary to service clients.
• Understanding of fiduciary standards, principles, and applicable laws and regulations, usually acquired through training, seminars, or formal education.

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field (or equivalent professional experience).
• Graduate Degree such as an MBA or JD is preferred.
• Professional credentials such as CPA, CFP, or CFA are advantageous.

• Advisory and client investment management.
• Customer and client focus.
• Investment management expertise.
• Presentation and written communication skills.
• Active listening, analytical thinking, and critical thinking.
• Attention to detail and data quality management.
• Collaboration and branding/valuation ethics and practice standards.

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

Annualized salary range: $ – $, with discretionary incentive eligibility based on performance and overall company success.

This role is currently benefits eligible.