Senior Private Wealth & Portfolio Manager

Pennington Partners & Co.; Washington (District of Columbia); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health insurance

401K plan with employer match

Paid Time Off including maternity/paternity leave

Wellness stipend

Job summary

Pennington Partners & Co. seeks a Private Wealth Manager in Washington, DC, dedicated to serving high-income families with personalized wealth strategies. You will lead a team to provide expert investment advice and manage customized portfolios tailored to clients' financial objectives.

The role requires a strong finance background with at least 5 years of experience, a BA/BS degree, and relevant certifications such as CFA or CPWA. Benefits include competitive pay, comprehensive health plans, and generous PTO.

Qualifications

• 5+ years of finance experience, preferably at an investment firm.
• Demonstrated skills in client relations and communication.
• Ability to multitask and work in a dynamic environment.

Responsibilities

• Lead a multi-disciplinary team to serve client needs.
• Collaborate with families to develop tailored wealth plans.
• Monitor and manage investments ensuring compliance.

Skills

Client Interfacing

Investment Knowledge

Communication Skills

Organizational Skills

Project Management

Education

BA/BS degree

Graduate degree preferred

Tools

CFA certification

CPWA certification

CEPA certification

CAIA certification

Job description

Pennington Partners & Co. seeks a Private Wealth Manager in Washington, DC, dedicated to serving high-income families with personalized wealth strategies. You will lead a team to provide expert investment advice and manage customized portfolios tailored to clients' financial objectives.

The role requires a strong finance background with at least 5 years of experience, a BA/BS degree, and relevant certifications such as CFA or CPWA. Benefits include competitive pay, comprehensive health plans, and generous PTO.