Senior Portfolio Manager — Growth & Client Impact

Whittier Trust Company; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Base salary

Performance bonus

Equity consideration

Medical insurance

Retirement plans

Job summary

Whittier Trust, the West Coast multi-family office, seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash, and alternatives. The SVP PM will present to clients and referral sources and contribute to firm growth through business development.

The role emphasizes client service, disciplined investment process, leadership, and collaboration with a dedicated team in a fast-paced, high-net-worth environment.

Qualifications

• Bachelor’s degree from an accredited university.
• MBA from a good business school and CFA designation.
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash.
• Strong investment research experience.
• Investment experience with alternative assets a plus.
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit.
• Superior ability to identify and build relationships with qualified prospects.

Responsibilities

• Manage portfolios to achieve client objectives.
• Make and implement investment decisions.
• Maintain asset allocations within client guidelines and department policies.
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department.
• Meet with clients on a regular basis.
• Communicate with and make presentations to clients, prospects and referral sources.
• Participate in Business Development initiatives to achieve established goals for new revenues.
• Work with Client Administrators on shared accounts.

Skills

Strong communication

Client relationship

Business development

Entrepreneurial spirit

Team/people oriented

Attention to detail

Education

Bachelor’s degree

MBA

CFA designation

Job description

Whittier Trust, the West Coast multi-family office, seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash, and alternatives. The SVP PM will present to clients and referral sources and contribute to firm growth through business development.

The role emphasizes client service, disciplined investment process, leadership, and collaboration with a dedicated team in a fast-paced, high-net-worth environment.