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Job description
A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi‑asset class portfolios on behalf of high‑net‑worth individuals and families.
The ideal candidate brings over a decade of experience managing global portfolios acrossעים equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives.
The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be client‑facing, working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firm‑wide research initiatives, collaborate with client administrators, and support select business development efforts.
Key Responsibilities
Direct management of client investment portfolios
Implementation of asset allocation and investment policy
Macroeconomic, sector, and security‑level research
Active participation in investment committee meetings
Client communication, reporting, and relationship support
Contribution to growth through referral engagement and new business opportunities
Qualifications
Minimum 15 years of experience in portfolio management
MBA and/or CFA designation required
Demonstrated experience with high‑net‑worth отече клиентов and global asset allocation
Strong analytical, communication, and client service skills
Seniority level
Director
Employment type
Full‑time
Job function
Finance
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.