Senior Wealth Portfolio Manager - Client Facing

CFA Institute; Madison (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

JFG is seeking a Senior Wealth Portfolio Manager in Madison to lead high-net-worth client relationships and deliver tailored investment strategies. You will work closely with the Wealth Advisor team to construct disciplined portfolios, monitor performance, and provide proactive guidance that aligns with each client’s goals and risk tolerance.

The role emphasizes integrity, ethical client service, and collaboration across planning and banking teams to ensure comprehensive, proactive financial

Qualifications

• Bachelor’s degree required; experience in wealth management preferred.
• Series 65/66 or IA equivalent or ability to obtain within 90 days.
• Certifications such as CFA®, CFP®, CTFA®, ChFC® preferred.
• Deep knowledge of investment principles, asset allocation, and risk management.
• Proven ability to manage client relationships with autonomy and collaboration.
• Excellent communication and professional ethics.

Responsibilities

• Collaborate with Wealth Advisor to uncover client goals, risk tolerance, and planning needs.
• Develop tailored investment strategies and disciplined portfolios for HNW clients.
• Deliver proactive, clear communication about strategy and markets.
• Retain and grow client relationships by aligning solutions with needs.
• Coordinate with internal partners to ensure seamless service.
• Monitor portfolios for performance and risk, advising adjustments.
• Represent the firm in client, community, and industry settings.
• Ensure documentation and regulatory compliance.

Skills

Client relationship management

Investment guidance

Portfolio analysis

Team collaboration

Education

Bachelor’s Degree

Series 65/66 license

Job description

As a Senior Wealth Portfolio Manager, you'll be at the heart of our client-first culture, delivering insightful investment advice and portfolio management solutions for high-net-worth clients. In close partnership with our Wealth Advisor team, you’ll build trust and make a positive impact by guiding clients through their financial journeys.

We value integrity and put our clients’ needs first. You’ll have the opportunity to manage moderately complex client relationships, demonstrating growing independence and accountability. Our collaborative and caring environment empowers you to develop tailored investment strategies, construct disciplined portfolios, and engage proactively with clients ensuring their goals are met and their confidence is strengthened.

At JFG, our commitment to compassionate service and ethical values sets us apart. You’ll integrate investment advice with holistic financial planning, working alongside wonderful colleagues who genuinely care about making a difference. Through structured discovery, ongoing oversight, and seamless coordination with internal partners, you’ll help clients realize their aspirations while advancing your career within a team that celebrates integrity, empathy, and excellence.

Key Responsibilities

• Work closely with the Wealth Advisor to thoughtfully uncover each client's unique goals, risk tolerance, time horizons, and planning needs, ensuring tailored investment guidance that puts the client first.
• Collaborate as a team to assess high-net-worth and PCS prospect needs, aligning investment solutions that support new opportunities and foster long-term relationships.
• Deliver a compassionate, client-centric experience that integrates investment advice with broader financial planning, always upholding the values of the JFG Way.
• Provide proactive, clear communication about investment strategy and market conditions, anticipate client questions, and offer timely education and support that builds confidence and trust.
• Partner with the Wealth Advisor team to proactively retain and grow client relationships by aligning solutions to client needs and supporting business development goals through collaborative efforts.
• Act as a trusted representative of the organization in client, community, and industry settings, building credibility and advancing opportunities through expertise, teamwork, and a client-centric approach.
• Work collaboratively across Wealth Advisor, Financial Planning, Private Client Banking, and investment specialist teams to deliver seamless, client-centered solutions, supporting account administration and ensuring comprehensive service.
• Design and implement tailored investment strategies that honor each client’s unique goals, risk profile, and evolving needs for an assigned book of business with moderate complexity, ensuring clear communication and seamless ongoing support.
• Work collaboratively across teams to monitor portfolios for performance, tax efficiency, liquidity, and market trends, recommending thoughtful adjustments and maintaining regulatory excellence.
• Foster trusted client relationships by proactively aligning solutions, managing complex financial matters with clarity and care, and advancing opportunities through teamwork and a client-centric approach.
• Consistently adhere to internal policies, supervisory standards, and regulatory requirements by accurately maintaining client documentation and proactively identifying and mitigating portfolio and operational risks, escalating concerns as needed.

• Bachelor’s Degree and minimum 6 years of experience in wealth management, portfolio strategy, or investment advisory supporting HNW client relationships.
• Series 65/66 or IA equivalent or needs to be obtained within 90 days of start.
• Professional certifications such as CFA®, CFP®, CTFA®, ChFC® preferred.
• Strong grasp of investment principles, asset allocation, capital markets, and risk management. Knowledge of trusts, qualified plans, and business succession concepts preferred.
• Proven ability to manage client relationships in a consultative role with autonomy, collaborate with internal teams, and oversee portfolio construction and investment strategies.
• Excellent communication skills; ability to explain investment concepts clearly and confidently.
• High professionalism, attention to detail, ethical judgment, and ability to manage competing priorities while maintaining documentation discipline.