Senior Portfolio Manager - Global Multi-Asset & HNW Wealth

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 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.