Wealth Portfolio Manager

Key Responsibilities

• Work closely with the Wealth Advisor to thoughtfully uncover each client's unique goals, risk tolerance, time horizons, and planning needs, ensuring tailored investment guidance that puts the client first.
• Collaborate as a team to assess high-net-worth and PCS prospect needs, aligning investment solutions that support new opportunities and foster long-term relationships.
• Deliver a compassionate, client-centric experience that integrates investment advice with broader financial planning, always upholding the values of the JFG Way.
• Provide proactive, clear communication about investment strategy and market conditions, anticipating client questions and offering timely education and support that builds confidence and trust.
• Partner with the Wealth Advisor team to proactively retain and grow client relationships by aligning solutions to client needs and supporting business development goals through collaborative efforts.
• Work collaboratively across Wealth Advisor, Financial Planning, Private Client Banking, and investment specialist teams to deliver seamless, client-centered solutions, supporting account administration and ensuring comprehensive service.
• Design and implement tailored investment strategies that honor each client’s unique goals, risk profile, and evolving needs for an assigned book of business with moderate complexity, ensuring clear communication and seamless ongoing support.
• Collaboratively across teams to monitor portfolios for performance, tax efficiency, liquidity, and market trends, recommending thoughtful adjustments and maintaining regulatory excellence.
• Foster trusted client relationships by proactively aligning solutions, managing complex financial matters with clarity and care, and advancing opportunities through teamwork and a client-centric approach.
• Consistently adhere to internal policies, supervisory standards, and regulatory requirements by accurately maintaining client documentation and proactively identifying and mitigating portfolio and operational risks, escalating concerns as needed.

Qualifications

• Bachelor’s Degree and minimum 4–6 years of experience in wealth management, portfolio strategy, or investment advisory supporting HNW client relationships.
• Series 65/66 or IA equivalent.
• Professional certifications such as CFA®, CFP®, CTFA®, ChFC® encouraged.
• Strong grasp of investment principles, asset allocation, capital markets, and risk management.
• Knowledge of trusts, qualified plans, and business succession concepts preferred.
• Proven ability to manage client relationships in a consultative role with autonomy, collaborate with internal teams, and oversee portfolio construction and investment strategies.
• Excellent communication skills; ability to explain investment concepts clearly and confidently.
• High professionalism, attention to detail, ethical judgment, and ability to manage competing priorities while maintaining documentation discipline.