Senior Private Wealth Portfolio Manager

AssetMark; Charlotte (NC); Hybrid; USD 140,000 - 155,000; Full time

Benefits offered by this job

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution (HDHP)

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking a Client Portfolio Manager to help build the Private Wealth business in Charlotte, NC. You will work with senior teams to shape portfolio strategy, deliver personalized investment guidance, and produce advisor and client communications.

In this role, you will review portfolios, discuss retirement income and tax-aware strategies, and help translate investment views into actionable guidance for advisors and clients.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management.
• CFA/CAIA/MBA or similar professional designation preferred.
• Experience working directly with high-net-worth clients and financial advisors preferred.

Responsibilities

• Conduct comprehensive portfolio reviews for Private Wealth clients.
• Develop investment commentary, market outlooks, and advisor-facing collateral.
• Maintain expertise across AssetMark's investment strategies, model portfolios, and wealth solutions.
• Communicate portfolio positioning and performance updates to advisors and clients.
• Collaborate with CIO, Portfolio Management, Research, and Wealth Planning to align portfolios with goals.
• Identify opportunities to enhance advisor and client experience with new capabilities.

Skills

Portfolio construction

High-net-worth wealth management

Executive presence

Strong communication

Education

Bachelor's degree in Finance/Economics/Business

CFA/CAIA/MBA or similar designation preferred

Job description

AssetMark is seeking a Client Portfolio Manager to help build the Private Wealth business in Charlotte, NC. You will work with senior teams to shape portfolio strategy, deliver personalized investment guidance, and produce advisor and client communications.

In this role, you will review portfolios, discuss retirement income and tax-aware strategies, and help translate investment views into actionable guidance for advisors and clients.