Portfolio Relationship Manager

Masis Professional Group; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

Fanning- Masis seeks a Portfolio Relationship Manager for a Boston wealth management client serving UHNW/HNW and institutional clients. You will support portfolio construction insights, client inquiries, and coordinate with the PM, Trader and Investment Analyst to deliver tailored portfolio guidance.

The ideal candidate has 5–10 years of direct experience and thrives in a collaborative, client-centric environment, leading periodic client reviews and discussions on performance and strategy.

Qualifications

• 5-10 years of direct experience in wealth management or related field.
• Experience coordinating with Portfolio Manager, Trader and Investment Analyst.
• Ability to support UHNW/HNW and institutional client relationships.

Responsibilities

• Support portfolio construction discussions and respond to daily client inquiries by coordinating with subject-matter experts.
• Lead periodic client review meetings with the Portfolio Manager and discuss portfolio positioning, performance, and planning.

Skills

Relationship management

Investment knowledge

Job description

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process. I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW client base, is seeking a Portfolio Relationship Manager.

This individual will support a portfolio comprised of HNW/ UHNW families and institutional clients by working collaboratively with the Portfolio Manager (PM), Trader, and Investment Analyst by maintaining a continual understanding of the portfolio construction/ asset allocation to be able to address any daily client portfolio inquiry either directly or by gathering required information from the requisite subject matter expert, leading periodic client review meetings with the PM while guiding discussions regarding portfolio positioning, performance, and planning, and the like.

This role is a FANTASTIC opportunity for an individual who offers 5- 10 years of direct experience who would thrive with supporting a client base via this collaborative approach which enhances the firm’s ability to consistently provide customized portfolio support.

Compensation includes a base salary in the $100K- $150K range, depending on experience, plus bonus