Vice President – Wealth Investment Client Portfolio

About the role

An independent, employee-owned global asset management firm managing over $530 billion in assets is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division.

Responsibilities

• Support Wealth Advisors in constructing customized multi-asset portfolio solutions aligned with client objectives and constraints.
• Evaluate and synthesize client-specific information to inform actionable portfolio implications based on the firm’s Asset Allocation Committee views.
• Deliver recommendations to end clients and present to various client/prospect groups, including individuals, families, and select institutions.
• Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust.
• Analyze and manipulate data to create compelling client-facing and internal content, ensuring high standards for accuracy and data integrity.
• Support the team with ad-hoc projects and requests, including strategic and training initiatives for the Private Wealth organization.

Qualifications

• Strong understanding of both public and private markets, asset allocation, and portfolio construction.
• Ability to analyze and synthesize complex data into actionable insights.
• Willingness to travel as needed for client presentations and meetings.

Pay

• Salary: $150,000 – $250,000, plus bonus