Client Portfolio Manager

Waldron Private Wealth; Plymouth (MI); On-site; USD 120,000 - 180,000; Full time

Job summary

Waldron Private Wealth in Michigan seeks a Client Portfolio Manager to oversee portfolio management, rebalancing, and day-to-day client portfolio execution, with a strong emphasis on performance analysis and risk management to align with client objectives.

The role involves communicating with clients, delivering investment concierge services, and coordinating with every department to support Investment Committee goals.

Qualifications

• Bachelor’s degree in finance or related field required.
• CFA charterholder, CFP®, CAIA or another approved credential required.
• Investment Adviser Representative registration eligibility within 3 months of start date.
• Ten years of investment/wealth management experience preferred.

Responsibilities

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

Education

Bachelor's Degree in finance or related field

CFA charterholder

CFP® professional

CAIA

Investment Adviser Representative registration eligibility

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:

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

Experience/Education Requirements:

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