Client Portfolio Manager

Waldron Private Wealth; Detroit (MI); On-site; USD 150,000 - 210,000; Full time

Job summary

Waldron Private Wealth seeks a seasoned Client Portfolio Manager to oversee portfolio management duties, rebalancing, and day-to-day client portfolio oversight. This role emphasizes performance analysis and risk management to align portfolios with client objectives and firm guidelines.

Key duties include coordinating investment functions for multiple clients, developing allocation recommendations, and delivering tailored portfolio strategies while maintaining client communication and engagement

Qualifications

• Bachelor’s degree in finance or related field is required.
• 8+ years of investment or wealth management experience; 10+ years preferred.
• 4+ years of UHNW experience preferred.
• CFA, CFP, CAIA or other advanced credential required.
• Investment Adviser Representative registration eligibility within 3 months of start date.

Responsibilities

• Perform client portfolio management duties including rebalancing, cash management, and performance reporting.
• Manage investment functions across a variety of clients.
• Develop portfolio allocation recommendations and oversee delivery.
• Develop and monitor custom portfolio strategies.
• Communicate with clients regarding portfolio strategies, performance, and market environment.
• Provide top-level investment concierge services to existing clients.
• Coordinate with all firm departments to develop a holistic client engagement plan.
• Support goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

Skills

Portfolio management

Rebalancing

Performance reporting

Client communication

Risk management

Education

Bachelor’s Degree in finance or related field

CFA charterholder

CFP® professional

CAIA

Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.

In this role you will:

1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
2. Manage the activities and execution of the investment functions for a variety of clients.
3. Develop portfolio allocation recommendations and oversee delivery of those recommendations.
4. Develop and monitor custom portfolio strategies.
5. Communicate with clients (ex.emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
6. Provide top-level investment concierge services to existing clients.
7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

Experience/Education Requirements:

1. Bachelor’s Degree in finance or related field required.
2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
3. Four (4) years of experience in the UHNW space preferred.
4. CFA charterholder, CFP® professional, CAIA, or another approved advanced credential required.
5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).