Senior Portfolio Manager: Wealth Advisory & Strategy

MAI Capital Management; Independence Township (OH); On-site; USD 150,000 - 230,000; Full time

Job summary

MAI Capital Management is seeking a seasoned Portfolio Manager to implement the firm’s investment strategy for high net worth clients and families in a dynamic team setting.

You will engage clients directly, prepare reports, and apply disciplined investment decision-making. The role involves collaboration with planners and potential committee work to support comprehensive wealth management.

Qualifications

• 10+ years of experience in investment management.
• Bachelor's degree in Finance or Economics preferred.
• MBA or CFA preferred.

Responsibilities

• Frequent contact with clients through in person meetings, phone and written communication.
• Prepares and reviews client reports.
• Provides advice and strategies related to clients’ investment portfolios.
• Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
• Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
• Participates in business development process for prospective clients.
• May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
• Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
• Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
• Reviews private opportunities and conducts other ad-hoc research for clients.

Skills

Client communication

Oral and written communication

Teamwork

Problem solving

Attention to detail

Confidentiality

Education

Bachelor's degree in Finance or Economics

MBA or CFA preferred

Job description

MAI Capital Management is seeking a seasoned Portfolio Manager to implement the firm’s investment strategy for high net worth clients and families in a dynamic team setting.

You will engage clients directly, prepare reports, and apply disciplined investment decision-making. The role involves collaboration with planners and potential committee work to support comprehensive wealth management.