Senior Investment Advisor — Private Wealth & Fiduciary Portfolios

About the role

A growing wealth management organization seeks a senior investment professional to support complex private client, fiduciary, and investment management relationships in the Atlanta area.

Responsibilities

• Serve as a senior investment resource for complex private client, fiduciary, trust, and investment management relationships
• Partner with internal advisors, trust professionals, clients, and investment leadership
• Review and monitor portfolio positioning, risk, performance, liquidity needs, cash flow needs, and account objectives
• Help ensure portfolios remain aligned with client goals, investment policy, fiduciary responsibilities, and firm investment guidance
• Discuss portfolio strategy, market conditions, investment recommendations, and performance in clear, practical language
• Support client and advisor conversations involving complex wealth, trust, and investment management needs
• Identify portfolio or account issues early and work with internal partners to develop appropriate solutions
• Provide investment guidance and oversight within an established investment process and framework
• Support due diligence, manager review, investment policy alignment, and ongoing portfolio monitoring
• Act as a trusted internal partner across investment, advisory, trust, compliance, tax, legal, and operations teams as needed

Requirements

10+ years of investment management, private wealth, private banking, fiduciary investment, trust investment, or client portfolio management experience

Experience supporting HNW/UHNW, private client, trust, fiduciary, agency, IRA, IMA, foundation, endowment, family office, or similar relationships

Comfortable working with advisors, trust professionals, clients, investment committees, attorneys, tax partners, or fiduciary administrators

Strong understanding of asset allocation, investment policy, portfolio review, risk management, performance review, liquidity needs, and client objectives

Ability to explain investment topics clearly to both technical and non-technical audiences

Strong judgment, attention to detail, follow-through, and ability to manage complex relationships independently

Experience working within an established investment platform, model framework, investment committee structure, or fiduciary process

Experience with portfolio management, investment reporting, CRM, compliance, trust accounting, or related financial systems

Bachelor’s degree in Finance, Economics, Business, or related field preferred

CFA, CFP, CTFA, CIMA, or similar credentials are a plus

Benefits

Competitive compensation package including base salary of $150K–$165K, bonus, and benefits

Flexible work schedule and remote work options may be available

Professional development opportunities and continuing education support

Comprehensive health and wellness programs

Employee recognition and rewards program

Opportunities for career growth and advancement within the organization

Compliance with all applicable federal, state, and local nondiscrimination laws

Equal employment opportunity and diversity initiatives