Senior Portfolio Manager

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

Job summary

A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. The ideal candidate will have at least 15 years of portfolio management experience with an MBA or CFA designation. This role also involves mentorship of junior team members and collaboration across research and business development initiatives, ensuring alignment with client objectives and contributing to the firm's growth.

Qualifications

• Minimum 15 years of experience in portfolio management.
• Required MBA and/or CFA designation.
• Experience with high-net-worth clients and global asset allocation.

Responsibilities

• Direct management of client investment portfolios.
• Implementation of asset allocation and investment policy.
• Conduct macroeconomic and sector research.
• Active participation in investment committee meetings.
• Client communication, reporting, and support.
• Contribution to new business opportunities.

Skills

Portfolio management

Client service

Analytical skills

Communication skills

Education

MBA or 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 acrossעים 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 client‑facing, working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firm‑wide 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 отече клиентов and global asset allocation
• Strong analytical, communication, and client service skills

Seniority level

Director

Employment type

Full‑time

Job function

Finance