Client-Facing Wealth Portfolio Leader for HNW Clients

CFA Institute; Madison (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

JFG is seeking a Senior Wealth Portfolio Manager in Madison to lead high-net-worth client relationships and deliver tailored investment strategies. You will work closely with the Wealth Advisor team to construct disciplined portfolios, monitor performance, and provide proactive guidance that aligns with each client’s goals and risk tolerance.

The role emphasizes integrity, ethical client service, and collaboration across planning and banking teams to ensure comprehensive, proactive financial

Qualifications

• Bachelor’s degree required; experience in wealth management preferred.
• Series 65/66 or IA equivalent or ability to obtain within 90 days.
• Certifications such as CFA®, CFP®, CTFA®, ChFC® preferred.
• Deep knowledge of investment principles, asset allocation, and risk management.
• Proven ability to manage client relationships with autonomy and collaboration.
• Excellent communication and professional ethics.

Responsibilities

• Collaborate with Wealth Advisor to uncover client goals, risk tolerance, and planning needs.
• Develop tailored investment strategies and disciplined portfolios for HNW clients.
• Deliver proactive, clear communication about strategy and markets.
• Retain and grow client relationships by aligning solutions with needs.
• Coordinate with internal partners to ensure seamless service.
• Monitor portfolios for performance and risk, advising adjustments.
• Represent the firm in client, community, and industry settings.
• Ensure documentation and regulatory compliance.

Skills

Client relationship management

Investment guidance

Portfolio analysis

Team collaboration

Education

Bachelor’s Degree

Series 65/66 license

Job description

JFG is seeking a Senior Wealth Portfolio Manager in Madison to lead high-net-worth client relationships and deliver tailored investment strategies. You will work closely with the Wealth Advisor team to construct disciplined portfolios, monitor performance, and provide proactive guidance that aligns with each client’s goals and risk tolerance.

The role emphasizes integrity, ethical client service, and collaboration across planning and banking teams to ensure comprehensive, proactive financial