Client Portfolio Manager

Jobtailor; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

Communicate Insight in Boston is seeking an experienced client-facing marketing/product specialist to articulate our investment philosophy and product offerings, including mutual funds, ETFs, and CITs. You will collaborate with distribution and investment teams to position our products against competitors and drive new business.

Ideal candidates will have 8–10 years in a client-facing role, strong investment acumen, and the ability to explain complex ideas clearly.

Qualifications

• 8–10 years’ experience in a client-facing technical role such as marketing or product specialist.
• Strong investment and analytical acumen.
• CFA and/or advanced degree preferred.
• Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas.
• Ability to build and maintain positive relationships with portfolio management, research, and distribution professionals.
• Independent work style and high self-motivation.
• Understanding of AI-enabled tools, technologies, and practical applications, with ability to apply them within the role.

Responsibilities

• Communicate Insight’s history and value proposition to investors and clients.
• Position firm against competitors to drive new business.
• Collaborate with distribution and investment teams on strategy positioning.
• Represent the firm with internal and external sales teams and end clients.
• Maintain consultative discussions with existing and prospective investors.
• Contribute to marketing materials, including fund commentaries and investment reports.
• Support development of additional mutual funds, ETFs, CITs, and SMA platforms.
• Provide market intelligence on the competitive landscape.

Skills

Investment Acumen

Client-Facing Experience

CFA Certification

Strong Communication Skills

AI-Enabled Tools Understanding

Education

CFA

Advanced Degree

Job description

• Communicate Insight’s history and value proposition as an asset management firm
• Communicate the firm’s product offerings, including Mutual Funds, CITs, and ETFs, investment philosophy, processes, and resources
• Strategically position the firm against industry competitors to drive new business
• Champion the business and collaborate with distribution and investment teams on strategy positioning
• Represent the firm and its products with internal and external sales teams and end clients
• Maintain consultative, solutions-based discussions with existing and prospective investors
• Contribute to marketing materials, including fund commentaries and investment reports
• Support development of additional mutual funds, ETFs, CITs, and SMA platform offerings
• Contribute market intelligence to monitoring of the competitive landscape

Requirements

• 8–10 years’ experience in a client-facing technical role such as marketing or product specialist (ideally)
• Strong investment and analytical acumen
• CFA and/or advanced degree preferred
• Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas
• Ability to build and maintain positive relationships with portfolio management, research, and distribution professionals
• Independent work style and high self-motivation
• Understanding of AI-enabled tools, technologies, and practical applications, with ability to apply them within the role

Core Competencies

Demonstrates strong investment and analytical acumen, with the ability to effectively communicate complex ideas and contribute to marketing materials. Proven experience in client-facing roles, collaborating with distribution and investment teams to drive business growth and maintain positive relationships.

Highest-signal resume keywords

• Investment Acumen
• Client-Facing Experience
• CFA Certification
• Strong Communication Skills
• AI-Enabled Tools Understanding

ATS Optimization Keywords

Soft Skills

• Relationship Building
• Independent Work Style
• Self-Motivation

Certifications & Qualifications

• CFA
• Advanced Degree

Industry Keywords

• Asset Management
• Mutual Funds
• ETFs
• CITs
• SMA Platforms
• Investment Philosophy
• Market Intelligence
• Competitive Landscape
• Consultative Discussions
• Sales Strategy