Senior Trust Portfolio Manager

About the role

Senior Portfolio Manager to lead client acquisition and portfolio management for ultra-high-net-worth individuals and family offices. This role requires deep investment acumen, a strong understanding of fiduciary trust laws, and expertise in alternative investments. The ideal candidate will be instrumental in growing the firm’s franchise by attracting and retaining sophisticated clients and delivering bespoke investment solutions.

Responsibilities

• Develop and execute strategic initiatives to acquire UHNW clients and family offices.
• Leverage personal networks, centers of influence, and strategic partnerships to expand the client base.
• Collaborate with marketing and business development teams to position the firm as a trusted advisor to UHNW families.
• Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning.
• Integrate traditional and alternative investments to optimize risk-adjusted returns.
• Provide proactive portfolio reviews, performance reporting, and strategic rebalancing.
• Serve as the lead advisor and relationship manager for UHNW clients and family offices.
• Conduct in-depth discovery to understand family dynamics, legacy goals, and investment preferences.
• Deliver white-glove service and maintain long-term, trust-based relationships.
• Apply comprehensive knowledge of fiduciary trust laws in advising on trust structures, estate planning, and wealth transfer strategies.
• Coordinate with legal, tax, and estate planning professionals to ensure compliance and optimal outcomes.
• Advise on governance frameworks and fiduciary responsibilities for family office structures.
• Source, evaluate, and incorporate alternative investments such as private equity, venture capital, hedge funds, and real assets.
• Conduct rigorous due diligence and risk analysis on non-traditional investment opportunities.
• Educate clients on the role of alternatives in portfolio diversification and long-term wealth preservation.
• Contribute to the firm’s UHNW strategy, investment platform development, and thought leadership.
• Mentor junior advisors and portfolio managers, fostering a culture of excellence and innovation.
• Stay current on market trends, regulatory developments, and family office best practices.
• Demonstrates compliance with