Client Portfolio Manager - Tax‑Focused & AI‑Driven

Wiss; Florham Park (NJ); On-site; USD 140,000 - 210,000; Full time

Job summary

Wiss Private Client Advisors, LLC seeks a Client Portfolio Manager with 7+ years of experience to evaluate portfolios, build allocations using outsourced managers, and lead manager due diligence and investment committee discussions.

This hands-on role requires reviewing holdings, performing analysis, and communicating with clients while integrating tax considerations and using AI tools to enhance workflow.

Qualifications

• Minimum seven years of investment experience including portfolio construction and client interaction.
• Experience with outsourced manager due diligence and investment committees.
• Proficiency in tax-focused investing and post-tax decision analysis.
• Strong skills in portfolio analytics, reporting, and Excel.
• Ability to lead investment committees and communicate decisions clearly.
• Knowledge of AI and its practical use in research and workflow.

Responsibilities

• Lead client portfolio evaluations and allocations with outsourced managers.
• Prepare performance write-ups and explain results to clients.
• Conduct manager due diligence and support investment committee meetings.
• Integrate tax considerations into portfolio decisions and workflows.

Skills

Portfolio analytics

Performance reporting

Excel

Client communication

Committee leadership

Education

Bachelor's degree in finance, economics, or accounting

Master's in finance or CFA designation

Tools

Investment research tools

AI tools in investment research

Job description

Wiss Private Client Advisors, LLC seeks a Client Portfolio Manager with 7+ years of experience to evaluate portfolios, build allocations using outsourced managers, and lead manager due diligence and investment committee discussions.

This hands-on role requires reviewing holdings, performing analysis, and communicating with clients while integrating tax considerations and using AI tools to enhance workflow.