Senior Vice President, Wealth Portfolio Management Manager

In this role, you’ll make an impact in the following ways:

• Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds.
• Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations.
• Collaborate with research, strategy, and portfolio team members to optimize investment decisions.
• Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions.
• Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance.
• Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making.
• Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio.
• Leverage technology, data, and AI-enabled tools to support investment analysis, portfolio management, reporting, and overall operating efficiency.
• Provide guidance to less experienced Portfolio Managers and may manage a small junior team.
• Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
• 7–10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs.
• Applicable securities industry licenses and registrations may be required for the role. If not already held, any required licenses must be obtained within a timeframe determined by the business and applicable regulatory requirements.
• Applicable local or regional licenses and certifications as required by the business.
• Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust.
• Strong interpersonal skills to engage effectively with clients and internal teams.
• Strong proficiency with technology platforms and digital tools, including the ability to adopt and effectively use AI-enabled solutions in support of investment decision-making and workflow efficiency.
• Ability to work independently and collaboratively within a team environment.