Portfolio Management, Private Asset Management

About the role

The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.

Responsibilities

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
• Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
• Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
• Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
• Provides input into investment models and allocation frameworks.
• Supports business development and client retention initiatives.
• All licenses must be obtained within 120 days from start date.

Requirements

• Educational Requirements: University (Degree) Preferred
• Work Experience: 5+ Years Required; 7+ Years Preferred
• FINRA Registrations: Series 65 (SRC Indicator)
• Physical Requirements: Sedentary Work
• Career Level: 8IC
• Candidates should possess individual client‑facing level of experience for further consideration.

Skills

• Change Management
• Client Financial Planning
• Client Relationship Management
• Communication
• Data Analysis
• Due Diligence
• Executive Presence
• Financial Acumen
• Investment Reporting Oversight
• Portfolio Management
• Resourcefulness
• Tax

Benefits

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Pay

Base Pay Range: $145,000/yr - $175,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).