Private Client Portfolio MD for UHNW Families

Selby Jennings; Boston (MA); Sur place; USD 400 000 - 900 000; Plein temps

Résumé du poste

Selby Jennings, a leading global investment advisory and portfolio management firm, seeks a Managing Director to join its Private Client team in Boston. This role will lead sophisticated multi-asset portfolios for ultra-high-net-worth families and family offices, serving as a trusted advisor and driving business growth.

You will oversee relationship management, asset allocation, due diligence, and mentoring of investment professionals, working with boards and investment committees to uphold a

Qualifications

• Bachelor's degree required; MBA and CFA preferred.
• 12-15+ years of investment management experience.
• Deep expertise in asset allocation, portfolio construction, manager research, and capital markets.

Responsabilités

• Lead the management and oversight of customized investment portfolios for private clients.
• Develop investment strategy, asset allocation recommendations, and portfolio construction decisions across public and private markets.
• Serve as a trusted advisor to clients, family offices, boards, and investment committees.
• Conduct investment manager due diligence, selection, and ongoing monitoring.
• Partner with business development teams to support client acquisition and relationship growth.
• Mentor and develop junior investment professionals while contributing to a high-performance team culture.

Connaissances

Relationship management

Communication

Presentation skills

Formation

Bachelor's degree

MBA

CFA

Description du poste

Selby Jennings, a leading global investment advisory and portfolio management firm, seeks a Managing Director to join its Private Client team in Boston. This role will lead sophisticated multi-asset portfolios for ultra-high-net-worth families and family offices, serving as a trusted advisor and driving business growth.

You will oversee relationship management, asset allocation, due diligence, and mentoring of investment professionals, working with boards and investment committees to uphold a