Head of Private Client Portfolio Management

Selby Jennings; Boston (MA); On-site; USD 300,000 - 900,000; Full time

Job summary

Selby Jennings, a leading global investment advisory and portfolio management firm, seeks a Managing Director to lead its Private Client team. This role oversees multi-asset class portfolios for ultra-high-net-worth families and family offices, acting as a trusted advisor and driver of business growth.

The MD will mentor junior investment professionals, oversee due diligence, and collaborate with relationship managers and investment committees to deliver tailored strategies.

Qualifications

• Bachelor's degree required; MBA and/or CFA preferred.
• 12-15+ years of investment management experience at a top firm.
• Deep expertise in asset allocation, portfolio construction, and capital markets.
• Experience advising ultra-high-net-worth families, family offices, or institutions.
• Strong relationship management, communication, and presentation skills.
• Established network in family offices and investment community.

Responsibilities

• Lead management of customized portfolios for private clients.
• Develop investment strategy and asset allocation across markets.
• Advise clients, family offices, boards, and committees.
• Conduct investment manager due diligence and monitoring.
• Partner with business development to grow client relationships.
• Mentor junior investment professionals and foster high performance.

Skills

Leadership

Relationship management

Communication

Presentation skills

Education

Bachelor's degree

MBA

CFA

Job description

Selby Jennings, a leading global investment advisory and portfolio management firm, seeks a Managing Director to lead its Private Client team. This role oversees multi-asset class portfolios for ultra-high-net-worth families and family offices, acting as a trusted advisor and driver of business growth.

The MD will mentor junior investment professionals, oversee due diligence, and collaborate with relationship managers and investment committees to deliver tailored strategies.