Client Portfolio Manager

The Job/What You'll Do

This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams. This is a highly visible role where you'll help shape portfolio strategy, develop investment thought leadership, and influence the future of AssetMark's Private Wealth offering.

Responsibilities

• Portfolio Oversight & Reviews:
  • Conduct comprehensive portfolio reviews, including portfolio positioning, retirement income, tax management services, cash management, and Wealth Planning recommendations
  • Maintain expertise across AssetMark's investment strategies, model portfolios, wealth management solutions, and portfolio enhancements
  • Communicate portfolio positioning, performance, market outlook, and investment guidance to advisors and clients
• Investment Communications & Thought Leadership:
  • Develop market commentary, portfolio performance updates, trade rationales, portfolio review materials, and educational content
  • Partner with the CIO, Portfolio Management, and Research to translate investment views and portfolio changes into clear advisor and client communications
  • Develop investment collateral, presentations, advisor education, and client communications supporting new investment solutions
• Private Wealth Leadership:
  • Partner with Private Wealth Consultants to ensure a seamless transition from portfolio implementation to ongoing investment relationship management
  • Collaborate with the CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing teams to deliver a coordinated Private Wealth offering
  • Identify opportunities to enhance the advisor and client experience through feedback on client needs, portfolio enhancements, and new investment capabilities

Knowledge, Skills & Abilities

• Strong understanding of portfolio construction, capital markets, and high-net-worth wealth management, including retirement income, tax-aware investing, and alternatives
• Exceptional written, verbal, and presentation skills with the ability to communicate complex investment concepts in a clear, client-friendly manner
• Executive presence with the ability to engage high-net-worth clients, advisors, and senior leadership
• Strong analytical, organizational, and cross-functional collaboration skills

Education & Experience

• Bachelor's degree in Finance, Economics, Business, or related field required
• CFA®, CAIA®, MBA, or similar professional designation preferred
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management
• Experience working directly with high-net-worth clients and financial advisors preferred

Pay

The Base Salary range for this position is between $140,000-$155,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission: To help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values: Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

Our Culture & Benefits: Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule

We are an Equal Opportunity Employer, committed to building a diverse and inclusive workplace where everyone feels valued.