Senior Portfolio Manager

International Search Consultants; Seattle (WA); On-site; USD 180,000 - 320,000; Full time

Job summary

A distinguished independent wealth management firm seeks a Senior Vice President, Portfolio Manager to oversee customized portfolios for high-net-worth clients. The ideal candidate has over 15 years of experience, strong analytical and communication skills, and will actively contribute to firmwide research initiatives and client relationship management. This role offers significant opportunities for mentorship and collaboration within a values-based investment team in Seattle.

Qualifications

• Minimum 15 years of experience in portfolio management.
• Demonstrated experience with high-net-worth clients and global asset allocation.
• Strong analytical, communication, and client service skills.
• 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.
• Client communication, reporting, and relationship support.
• Contribution to growth through referral engagement and new business opportunities.

Skills

Portfolio management

Client communication

Analytical skills

Relationship building

Education

MBA

CFA designation

Job description

A distinguished independent wealth management firm is seeking a Senior 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 15 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.