Private Client Portfolio Manager — HNW Wealth

Brown Advisory Incorporated; Dallas (TX); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with employer match

Job summary

Brown Advisory is seeking a seasoned Portfolio Manager for our Dallas office to manage a broad array of client portfolios, emphasizing liquidity planning, balanced equity and fixed income, and opportunistic strategies. You will work with client service teams to nurture relationships and develop tailored investment approaches.

The role requires independent ownership, strong communication, and a track record with sophisticated investors.

Qualifications

• Proven track record managing balanced portfolios for high-net-worth clients.
• Strong client relationship management and business development skills.
• Deep knowledge across asset classes, tax planning and investment strategies.

Responsibilities

• Manage portfolios for individuals, families and trusts with a focus on liquidity and balanced allocations.
• Partner with client service teams to maintain and grow client relationships.
• Develop investment strategies with Portfolio Management and Investment Strategy teams.
• Support business development and marketing efforts with prospect materials.

Skills

Portfolio management

Relationship management

Investment knowledge

Communication skills

Education

CFA or MBA preferred

Job description

Brown Advisory is seeking a seasoned Portfolio Manager for our Dallas office to manage a broad array of client portfolios, emphasizing liquidity planning, balanced equity and fixed income, and opportunistic strategies. You will work with client service teams to nurture relationships and develop tailored investment approaches.

The role requires independent ownership, strong communication, and a track record with sophisticated investors.