Senior Portfolio & Family Office Advisor

MAVERIQ Capital Group LLC; San Francisco (CA); On-site; USD 250,000 - 380,000; Full time

Benefits offered by this job

Annual discretionary bonus

LTIP / equity participation

Job summary

MAVERIQ is seeking a Vice President to join the Portfolio Management team in a senior, highly client-facing role. You will lead client relationships, oversee investment portfolios, and develop tailored strategies for high-net-worth families with complex financial lives.

The role emphasizes investment judgment, discreet service, and collaboration with trusted advisers. A CFA/ CFP or advanced degree is preferred, with extensive experience in wealth management and multi-generational planning.

Qualifications

• Bachelor's degree required; advanced degree or professional designation (CFA, CFP, or equivalent) preferred.
• Significant experience in portfolio management and client-facing wealth advisory for high-net-worth families.

Responsibilities

• Lead client relationships and oversee investment portfolios across public and private markets.
• Develop investment strategies aligned with client objectives, risk tolerance, and liquidity needs.
• Present recommendations and market insights to clients; coordinate with advisers and senior leadership.

Skills

Relationship management

Communication

Investment leadership

Portfolio management

Education

Bachelor's degree

Advanced degree or CFA/ CFP (preferred)

Job description

MAVERIQ is seeking a Vice President to join the Portfolio Management team in a senior, highly client-facing role. You will lead client relationships, oversee investment portfolios, and develop tailored strategies for high-net-worth families with complex financial lives.

The role emphasizes investment judgment, discreet service, and collaboration with trusted advisers. A CFA/ CFP or advanced degree is preferred, with extensive experience in wealth management and multi-generational planning.