Senior Portfolio Manager

International Search Consultants; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading wealth management firm in Seattle is seeking a Vice President, Portfolio Manager to manage customized portfolios for high-net-worth clients. The ideal candidate has over 10 years of portfolio management experience and excels in client communication. This strategic role involves managing client relationships and contributing to research initiatives within a values-driven organization.

Qualifications

• Minimum 10 years of experience in portfolio management.
• Experience with high-net-worth clients and global asset allocation.
• Strong analytical, communication, and client service skills.

Responsibilities

• Direct management of client investment portfolios.
• Implementation of asset allocation and investment policy.
• Active participation in investment committee meetings.
• Client communication, reporting, and relationship support.

Skills

Portfolio management

Client communication

Analytical skills

Relationship management

Education

MBA and/or CFA designation

Job description

A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi-asset class portfolios on behalf of high-net-worth individuals and families.

The ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives.

The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firmwide research initiatives, collaborate with client administrators, and support select business development efforts.

Key Responsibilities:

• Direct management of client investment portfolios
• Implementation of asset allocation and investment policy
• Macroeconomic, sector, and security-level research
• Active participation in investment committee meetings
• Client communication, reporting, and relationship support
• Contribution to growth through referral engagement and new business opportunities

Qualifications:

• Minimum 10 years of experience in portfolio management
• MBA and/or CFA designation required
• Demonstrated experience with high-net-worth clients and global asset allocation
• Strong analytical, communication, and client service skills

This is an excellent opportunity for a relationship-driven investment professional seeking to make a long-term impact within a values-based, collaborative, client-centric organization.