Description

The Senior Portfolio Manager will lead the development of investment strategies, manage client portfolios, and serve as a key member of the Investment Committee. This role combines direct client engagement, research, and construction of multi-asset class portfolios to deliver tailored, tax-efficient investment solutions. The Senior Portfolio Manager will also mentor team members and collaborate with advisors and planning professionals to provide excellence in portfolio management and client service.  If you enjoy a close-knit team dedicated to the stewardship of clients' financial resources, consider a change!

Requirements

The ideal candidate is a client-focused CFA or CFA Level II candidate with expertise in asset allocation, portfolio construction, and risk management in a private wealth environment. Individual equity experience is preferred.  Compensation includes base salary, bonus and ownership opportunities.