Senior VP: Global Multi-Asset Portfolio Manager (Seattle)

International Search Consultants; Seattle (WA); On-site; USD 180,000 - 320,000; Full time

Job summary

A distinguished independent wealth management firm seeks a Senior Vice President, Portfolio Manager to oversee customized portfolios for high-net-worth clients. The ideal candidate has over 15 years of experience, strong analytical and communication skills, and will actively contribute to firmwide research initiatives and client relationship management. This role offers significant opportunities for mentorship and collaboration within a values-based investment team in Seattle.

Qualifications

• Minimum 15 years of experience in portfolio management.
• Demonstrated experience with high-net-worth clients and global asset allocation.
• Strong analytical, communication, and client service skills.

Responsibilities

• Direct management of client investment portfolios.
• Implementation of asset allocation and investment policy.
• Active participation in investment committee meetings.
• Client communication, reporting, and relationship support.

Skills

Portfolio management

Client communication

Analytical skills

Relationship building

Education

MBA

CFA designation

Job description

A distinguished independent wealth management firm seeks a Senior Vice President, Portfolio Manager to oversee customized portfolios for high-net-worth clients. The ideal candidate has over 15 years of experience, strong analytical and communication skills, and will actively contribute to firmwide research initiatives and client relationship management. This role offers significant opportunities for mentorship and collaboration within a values-based investment team in Seattle.