Senior Portfolio Manager & MD - Wealth Advisory Lead

Evercore Inc.; Minneapolis (MN); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Life and disability insurance

Well-being programs

Family-building benefits

Paid leave

Job summary

Evercore Wealth Management in Minneapolis seeks an experienced Managing Director and Portfolio Manager to lead key high net worth client relationships, shape portfolio strategy, and deliver sophisticated investment guidance within a collaborative wealth platform.

The role combines leadership of client accounts with participation in investment processes, mentorship of junior staff, and growth of the Minneapolis business, backed by Evercore's national capabilities.

Qualifications

• Significant experience in investment and portfolio management, preferably 10-14+ years, with substantial experience serving high net worth and ultra-high-net-worth individuals and families.
• Demonstrated success as a lead Portfolio Manager and trusted advisor on sophisticated client relationships.
• Deep knowledge of asset allocation, portfolio construction, investment implementation, and risk management across multiple asset classes.
• Strong investment judgment and the ability to translate complex market and investment issues into clear, actionable advice for clients.
• Demonstrated ability to develop and deepen client relationships and contribute to new business development.
• Established professional network and experience developing relationships with centers of influence preferred.
• Strong leadership capabilities, including experience mentoring and developing investment professionals and contributing effectively in a highly collaborative environment.
• Excellent communication and presentation skills, with the presence and credibility to engage sophisticated clients, prospects, and senior colleagues.
• High degree of integrity, professionalism, discretion, intellectual curiosity, and commitment to exceptional client service.

Responsibilities

• Serve as lead Portfolio Manager and investment advisor for a significant group of high net worth and ultra-high-net-worth client relationships.
• Develop and oversee client investment strategies, including asset allocation, portfolio construction, risk management, liquidity planning, and investment implementation.
• Provide thoughtful, customized investment advice that reflects each client's objectives, circumstances, and broader wealth planning considerations.
• Build and maintain trusted, long‑term relationships with clients, families, and their advisors, serving as a senior point of contact on investment matters.
• Play a meaningful role in Evercore Wealth Management's investment process, including participation in relevant investment committees and contribution to one or more investment disciplines such as asset allocation, equities, fixed income, or external manager selection.
• Partner closely with Wealth & Fiduciary Advisors and other colleagues to deliver integrated advice across investments, financial planning, estate and tax considerations, and family wealth strategy.
• Contribute to the growth of the business by developing prospective client relationships, expanding relationships with existing clients, cultivating centers of influence, and participating in new business opportunities.
• Provide leadership and mentorship to Portfolio Managers and other colleagues, helping develop investment capabilities, client relationship skills, and a culture of collaboration and accountability.
• Contribute to broader firm initiatives and help shape strategy and best practices within Portfolio Management and Evercore Wealth Management.

Skills

Lead Portfolio Manager

Client relationship management

Asset allocation

Portfolio construction

Risk management

Investment advisory

Mentoring junior staff

Communication & presentation

Strategic thinking

Education

Bachelor's degree

CFA or MBA or related designation

Job description

Evercore Wealth Management in Minneapolis seeks an experienced Managing Director and Portfolio Manager to lead key high net worth client relationships, shape portfolio strategy, and deliver sophisticated investment guidance within a collaborative wealth platform.

The role combines leadership of client accounts with participation in investment processes, mentorship of junior staff, and growth of the Minneapolis business, backed by Evercore's national capabilities.