Investment Manager

About the role

The role is ideal for someone who enjoys the thoughtful, technical side of wealth management — investment strategy, portfolio oversight, advisor/client support, risk management, and long-term relationship-focused planning — without being in a heavily sales-driven seat.

Responsibilities

• Oversee investment management for complex private client relationships
• Build investment strategies based on client objectives, risk tolerance, liquidity needs, and long-term goals
• Partner with advisors, internal client teams, and investment leadership
• Discuss portfolio positioning, performance, securities, managers, and market conditions
• Support investment research, manager due diligence, policy alignment, and account issue resolution
• Communicate complex investment topics clearly to both technical and non-technical audiences
• Make sound independent decisions while knowing when to escalate key issues
• Provide investment guidance and expertise to internal partners and clients

Requirements

• 10+ years of investment management, portfolio management, private banking, or wealth management experience
• Strong exposure to private client, HNW, UHNW, family office, fiduciary, or relationship-based investment portfolios
• Strong understanding of asset allocation, portfolio construction, risk management, performance review, and investment policy
• Ability to communicate investment recommendations clearly and professionally
• Strong analytical skills, judgment, attention to detail, and time management
• Experience with portfolio management, investment reporting, CRM, compliance, or related financial systems
• Bachelor’s degree in Finance, Economics, Business, or related field preferred

Benefits

Base salary range: $155K–$170K
Bonus: 20%
Benefits: Comprehensive health insurance, retirement plans, paid time off, professional development opportunities, and more.