Client Portfolio Manager

About the role

Waldron Private Wealth (Waldron) is seeking a Client Portfolio Manager to provide investment portfolio management services, oversee trade preparation, rebalancing, and day‑to‑day management of client portfolios. The role focuses on performance analysis and risk management to ensure each portfolio aligns with the client’s investment objectives, risk tolerance, and firm guidelines.

Responsibilities

• Perform client portfolio management duties, including rebalancing, cash management, allocation changes, and performance reporting.
• Manage the activities and execution of investment functions for a variety of clients.
• Develop portfolio allocation recommendations and oversee their delivery.
• Develop and monitor custom portfolio strategies.
• Communicate with clients (e.g., emails, meetings, phone calls) regarding portfolio strategies, performance, and market environment.
• Provide top‑level investment concierge services to existing clients.
• Coordinate and collaborate with all firm departments to create a holistic plan for client engagements.
• Support the goals and visions outlined by the Investment Committee affecting the Portfolio Management team.

Requirements

• Bachelor’s degree in finance or a related field (required).
• Minimum of eight (8) years of investment or wealth management experience (required); ten (10) years preferred.
• Four (4) years of experience in the ultra‑high‑net‑worth (UHNW) space preferred.
• CFA charterholder, CFP® professional, CAIA, or another approved advanced credential (required).
• Eligibility for Investment Adviser Representative registration within three months of start date (e.g., CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).