High Net Worth Portfolio Manager

Position Title: High Net Worth Portfolio Manager We are seeking an experienced High Net Worth Portfolio Manager to oversee investment portfolios for high-net-worth and ultra-high-net-worth clients at an established, privately owned financial services firm in Providence, Rhode Island. This role will be responsible for developing investment strategies, managing asset allocation, monitoring portfolio performance, and providing personalized financial guidance. The Portfolio Manager will also work closely with ownership, trust officers, and financial professionals to strengthen investment operations and support long-term client relationships. The ideal candidate is a seasoned investment professional with extensive portfolio management experience, strong knowledge of financial markets, and a deep understanding of fiduciary responsibilities. They are confident discussing investment strategies with senior leadership, thrive in a collaborative environment, and bring a hands-on approach to managing sophisticated client portfolios. Salary Range: $135,000 - $180,000 / annually, DOE Responsibilities Manage investment portfolios for high-net-worth and ultra-high-net-worth clients, including equities, fixed income, and alternative investmentsDevelop and implement customized investment strategies based on client objectives, risk tolerance, and tax considerationsOversee asset allocation, portfolio diversification, and investment selection to optimize long-term performanceMonitor portfolio performance, evaluate market conditions, and adjust investment strategies as neededProvide investment guidance and communicate portfolio strategies, market insights, and performance directly to clientsCollaborate with trust officers, attorneys, and tax professionals to coordinate comprehensive wealth management strategiesEnsure investment decisions align with fiduciary responsibilities, trust requirements, and clients' best interestsPartner directly with ownership to discuss investment opportunities, portfolio theories, and income-generating strategiesSupport the development of internal investment management capabilities and mentor junior investment professionalsStrengthen client relationships, support retention efforts, and identify opportunities for business growth Requirements 7–15+ years of portfolio management experienceProven experience managing investment portfolios for high-net-worth or ultra-high-net-worth clientsStrong understanding of investment management, asset allocation, portfolio construction, and financial marketsDemonstrated knowledge of trusts, fiduciary responsibilities, and tax-efficient investment strategiesProven track record of managing sophisticated investment portfolios and delivering sound investment recommendationsAbility to communicate complex investment strategies and portfolio theories clearly to clients and senior leadershipStrong analytical, decision-making, and relationship management skillsHands-on, collaborative approach with the ability to manage a broad range of responsibilitiesProficiency in Microsoft Office Suite, including Word, Excel, and OutlookBachelor's degree requiredCFP or CFA designation preferredExperience with SEI Trust 3000 and/or SWP trust accounting systems preferredAbility to work onsite in Providence, Rhode Island Benefits Comprehensive medical insurance with employer contributionsDental and vision insurance options401(k) retirement plan with a 4% employer matchAdditional profit-sharing contributions after one year of employment20 days of paid time off3 paid sick daysPerformance-based bonus opportunitiesFree onsite parkingStable, privately owned organization with a collaborative and supportive work environmentCasual dress code and a flexible weekday scheduleOpportunity to take ownership of investment management responsibilities and contribute to the firm's long-term success If you are an accomplished Portfolio Manager who values autonomy, meaningful client relationships, and the opportunity to make a lasting impact within an established financial services firm, we encourage you to apply!