Client Portfolio Manager

AssetMark; Town of Charlotte (NY); Hybrid; USD 140,000 - 155,000; Full time

Benefits offered by this job

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking a Client Portfolio Manager to help build our Private Wealth business from the ground up in Charlotte, NC. You will work with high-net-worth advisors and clients, shaping portfolio strategy and delivering personalized investment guidance with cross-functional teams.

You’ll develop investment commentary, advisor materials, and client communications, ensuring portfolios stay aligned with objectives and market conditions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field required.
• CFA®, CAIA®, MBA, or similar professional designation preferred.
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management.
• Experience working directly with high-net-worth clients and financial advisors preferred.

Responsibilities

• Portfolio Oversight & Reviews: conduct comprehensive portfolio reviews and provide wealth planning recommendations.
• Maintain expertise across AssetMark’s investment strategies, model portfolios, and wealth management solutions.
• Communicate portfolio positioning, performance, market outlook, and investment guidance to advisors and clients.
• Develop investment commentary, portfolio review content, and advisor-facing collateral.
• Collaborate with the CIO, Portfolio Management and Research to translate investment views into advisor/client communications.
• Create investment collateral, presentations, and client communications for new investment solutions.
• Support seamless transition from portfolio implementation to ongoing relationship management.
• Coordinate with CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing to deliver a coordinated offering.
• Identify opportunities to enhance advisor/client experience through feedback.

Skills

Portfolio management

High-net-worth wealth management

Client communication

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFA®, CAIA®, MBA, or similar professional designation preferred

Job description

Job Description

The Job/What You’ll Do: This is a unique opportunity to help build AssetMark’s Private Wealth business from the ground up. As a Client Portfolio Manager, you’ll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams. This is a highly visible role where you’ll help shape portfolio strategy, develop investment thought leadership, and influence the future of AssetMark’s Private Wealth offering. If you’re passionate about investing, enjoy building relationships, and want to make a meaningful impact from day one, we’d love to meet you.

The Client Portfolio Manager (CPM) delivers an exceptional investment experience for AssetMark’s Private Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ongoing client engagement. Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients’ evolving objectives, market conditions, and long-term financial goals. The CPM also develops investment commentary, portfolio review content, and advisor-facing collateral that support AssetMark’s investment strategies, portfolio enhancements, and new product launches. This is a full‑time position in our Charlotte, NC office with a hybrid work schedule.

Responsibilities

• Portfolio Oversight & Reviews: Conduct comprehensive portfolio reviews, including portfolio positioning, retirement income, tax management services, cash management, and Wealth Planning recommendations
• Maintain expertise across AssetMark’s investment strategies, model portfolios, wealth management solutions, and portfolio enhancements
• Communicate portfolio positioning, performance, market outlook, and investment guidance to advisors and clients
• Investment Communications & Thought Leadership: Develop market commentary, portfolio performance updates, trade rationales, portfolio review materials, and educational content
• Partner with the CIO, Portfolio Management and Research to translate investment views and portfolio changes into clear advisor and client communications
• Develop investment collateral, presentations, advisor education and client communications supporting new investment solutions
• Private Wealth Leadership: Partner with Private Wealth Consultants to ensure a seamless transition from portfolio implementation to ongoing investment relationship management
• Collaborate with the CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing teams to deliver a coordinated Private Wealth offering
• Identify opportunities to enhance the advisor and client experience through feedback on client needs, portfolio enhancements and new investment capabilities

Knowledge, Skills & Abilities

• Strong understanding of portfolio construction, capital markets, and high-net-worth wealth management, including retirement income, tax-aware investing, and alternatives
• Exceptional written, verbal, and presentation skills with the ability to communicate complex investment concepts in a clear, client-friendly manner
• Executive presence with the ability to engage high-net-worth clients, advisors, and senior leadership
• Strong analytical, organizational, and cross-functional collaboration skills

Education & Experience

• Bachelor’s degree in Finance, Economics, Business, or related field required
• CFA®, CAIA®, MBA, or similar professional designation preferred
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management
• Experience working directly with high-net-worth clients and financial advisors preferred

Compensation

The Base Salary range for this position is between $140,000-$155,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.