Client Portfolio Manager III

Wintrust Financial Corporation; Chicago (IL); On-site; USD 117,000 - 158,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Tuition Reimbursement

Parental Leave

Employee Stock Purchase Plan

Disability Insurance

FSA

Job summary

Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives.

The role focuses on constructing, managing, and monitoring client portfolios with emphasis on risk tolerance and time horizons, while maintaining strong client relationships and compliance with policy guidelines.

Qualifications

• Bachelor’s degree required.
• CFP designation preferred or related experience.
• 5+ years of portfolio management experience.
• Experience with High Net Worth and Family Office clients.
• Strong written and oral communication skills.

Responsibilities

• Meet with internal partners and clients to review objectives and deploy portfolio strategies.
• Explain and apply the firm’s multi-asset investment approach and asset allocation.
• Execute trades via OMS and rebalance portfolios as needed.
• Participate in research, Asset Allocation, and Manager Review Committees.
• Adhere to investment policy guidelines and fiduciary responsibilities.
• Ensure client records and documentation are accurate and up to date.
• Support firm-wide compliance and client service standards.

Skills

Portfolio management

Client interfacing

Communications

Analytical thinking

Education

Bachelor’s degree

CFP designation

Tools

OMS

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture

Position Overview

The Client Portfolio Manager will work closely with internal partners such as private bankers, financial advisors and trust administrators to provide high quality solutions to clients and to construct, manage, monitor and maintain client portfolios. He/she will be responsible for managing investment portfolios that are properly aligned with the client's investment objectives.

What you’ll do

• Meet with internal partners and clients to review client objectives and deploy appropriate portfolio management strategies specific to client goals, risk tolerances, and time horizon.
• Understand and articulate the firm's Multi-Asset Strategies centralized investment approach, asset allocation, investment process, and portfolio construction methodology.
• Understand the firm's order management system (OMS) in executing security transactions, conducting portfolio rebalancing, generating performance reporting materials and maintaining clients' records, documents, etc. pertaining to the management of client portfolios.
• Actively participate in and contribute to the firm's research, analysis, Asset Allocation and Manager Review Committees.
• Adhere closely to the firm's investment policy guidelines, asset allocation models, and approved securities lists.
• Understand and follow the firm's Compliance guidelines in all aspects of conduct in the Client Portfolio Manager role.
• Champion and advocate the firm's portfolio solutions, thought leadership, client service standards and culture both internally and externally.

Qualifications

• Bachelor’s Degree from an accredited college or university CFP designation and/or 5 + years of portfolio management experience
• 5 + years of industry experience
• Demonstrated experience with High Net Worth and Family Office clients and appropriate investment strategies including alternative investments.
• Strong personal and professional references
• Excellent written and oral communication skills
• Client first attitude, professional demeanor, high level of personal integrity and an understanding of fiduciary responsibility
• Ability to multi-task and manage time effectively
• Self-motivated, confident, detail oriented and analytical
• Effective and impressive in client interfacing
• Demonstrated knowledge and understanding of various and current securities markets, both domestic and global, various investment approaches and themes, and different types of investment products
• Team player mentality and attitude of accountability

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation

The estimated salary range for this role is $117,000 - 158,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

#LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.

To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.