Client Portfolio Manager: Tax-Smart Investing & Diligence

Wiss & Company, LLP; Florham Park (NJ); On-site; USD 150,000 - 230,000; Full time

Job summary

Wiss Private Client Advisors, LLC seeks a client-facing Client Portfolio Manager with seven+ years of experience to evaluate portfolios, construct allocations using outsourced managers, lead manager due diligence and investment committee meetings, and speak directly with clients.

This hands-on role requires reviewing holdings, performing portfolio analysis, preparing performance write-ups, and guiding execution while maintaining timely oversight as our client base grows.

Qualifications

• Minimum seven years of investment experience including portfolio construction or management and outsourced manager due diligence.
• Understanding of tax-focused investing and evaluating decisions through an after-tax lens.
• Proficiency with portfolio analytics, performance reporting tools, and Excel; ability to translate analysis into client conversations.
• Experience leading investment committees or significant responsibility for committee research and follow-through.
• Strong judgment, attention to detail, and ability to manage a growing client base.

Responsibilities

• Lead investment discussions with clients and prospects, connecting recommendations to goals, liquidity needs, risk tolerance, and tax circumstances.
• Explain holdings, positioning, performance, fees, and risks in plain language and communicate material developments to clients.
• Perform detailed reviews of portfolios using analytics and performance reporting tools; assess allocation, holdings, manager overlap, costs, and tax exposure.
• Track portfolios against objectives and benchmarks; identify drift, emerging risks, and action items.
• Prepare clear performance write-ups detailing returns, contributors/detractors, benchmark differences, manager results, and implications for positioning.
• Coordinate with advisors, tax professionals, and managers on client-specific tax considerations.

Skills

Portfolio management

Client communication

Due diligence

Portfolio analytics

Tax-aware investing

Investment committee leadership

AI tools awareness

Education

Bachelor's degree in finance/economics/accounting

Master's degree / CFA designation (plus)

Tools

Excel

AI tools

Job description

Wiss Private Client Advisors, LLC seeks a client-facing Client Portfolio Manager with seven+ years of experience to evaluate portfolios, construct allocations using outsourced managers, lead manager due diligence and investment committee meetings, and speak directly with clients.

This hands-on role requires reviewing holdings, performing portfolio analysis, preparing performance write-ups, and guiding execution while maintaining timely oversight as our client base grows.