PWM Equities Portfolio Manager

Glocap Search; New York (NY); On-site; USD 250,000 - 400,000; Full time

Job summary

Glocap Search clients a premier private wealth manager with NYC/CT offices, seeking a senior Equities Portfolio Manager. This role combines hands-on investment judgment with strong client communication and leadership within the equities team.

The ideal candidate has extensive equities experience, CFA or advanced degree, and a deep commitment to long-term, high-quality portfolios and disciplined risk management.

Qualifications

• 15–20 years of work experience with a demonstrable equities track record in wealth management or multi-family office environments.
• Strong portfolio management and client advisory capabilities.
• Passionate about Wealth Management and communicating investment views.

Responsibilities

• Research equities, sectors, and trends to select investments aligned with client risk tolerance.
• Tailor equity strategies to tax, liquidity, and long‑term goals.
• Adjust weights and rebalance to maintain risk/return targets.
• Engage with clients and advisors to explain portfolio positioning and market views.
• Contribute to client and prospect meetings and create portfolio commentary.

Skills

Equities expertise

Client engagement

Portfolio management

Education

CFA designation

Advanced degree

Job description

Our client, a multi-billion dollar growing private wealth manager with offices in NYC and CT, is seeking an Equities Portfolio Manager to add to their growing team. This is a senior investment professional who works closely with the broader equities team, client advisory teams and senior leadership on managing new and existing client portfolios. This role combines hands-on investment judgment, active portfolio management in a long term, high quality business model framework, and the ability to clearly explain specific equity research and recommendations. Being able to articulate the firm's investment philosophy as well as macro market views to clients, advisors, and internal partners will be essential.

Location: NYC or CT

Key Responsibilities:

Equities Expertise

• Research individual equities, sectors, and market trends to choose specific stock investments that fit a client's risk tolerance
• Tailor equity strategies around individual tax situations, liquidity needs, and long-term financial goals
• Adjust asset weights and rebalance holdings at regular intervals to maintain target risk-and-return profiles

Client Engagement

• Help clients and advisors understand portfolio positioning, market conditions, and the role of equities within broader client objectives
• Support the development of portfolio commentary, client letters, and marketing
• materials, particularly during periods of market volatility
• Participate in client and prospect meetingsWork alongside client advisory and other internal teams to explain market performance and strategy shifts to clients
• Contribute equities perspective to investment discussions in coordination with the firm's senior leaders and Investment Committee
• Collaborate with trading, operations, compliance, and risk teams to support effective implementation, monitoring, and oversight

Requirements:

• 15-20 years of work experience with a demonstrable equities track record within a wealth management or multi-family office environment with a long-term compounding, quality bias
• CFA designation and/or advanced degree
• Passionate about working in wealth management