Senior Portfolio Manager & Client Investment Advisor

The Well; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance

401(k) with employer match

PTO & sick leave

Job summary

The Well is assisting a San Francisco‑based, fee-only boutique independent RIA seeking a Portfolio Manager and Investment Counselor. You will contribute to the investment process and build trusted, long‑term relationships with high‑net-worth clients, working on-site in San Francisco.

Ideal candidates have CFA and 5+ years in investment management, strong research in fixed income and equities, and a record of client-focused advisory excellence within an entrepreneurial, collaborative team.

Qualifications

• CFA charter holder and 5+ years in an RIA/investment management environment.
• Experience working directly with high-net-worth or ultra-high-net-worth clients as trusted advisor.
• Strong fixed income and equity research with hands-on portfolio construction and trading experience.

Responsibilities

• Member of the investment policy committee contributing to strategy and security selection.
• Select Buy List securities for client portfolios.
• Conduct fixed income and equity research and present buy/sell recommendations.
• Construct portfolios tailored to client objectives; trade portfolios with PMs.
• Engage with high-net-worth clients providing comprehensive financial advice.
• Develop understanding of each client’s goals and needs.
• Support firm operations in a collaborative environment.
• Grow client base through business development efforts.

Skills

HNW client advisory

Fixed income research

Equity research

Portfolio construction

Team collaboration

Entrepreneurial mindset

Integrity & fiduciary

Education

Bachelor's degree

CFA charter holder

CFA/ CFP or equivalent

Job description

The Well is assisting a San Francisco‑based, fee-only boutique independent RIA seeking a Portfolio Manager and Investment Counselor. You will contribute to the investment process and build trusted, long‑term relationships with high‑net-worth clients, working on-site in San Francisco.

Ideal candidates have CFA and 5+ years in investment management, strong research in fixed income and equities, and a record of client-focused advisory excellence within an entrepreneurial, collaborative team.