Senior Wealth Portfolio Manager – High Net Worth Focus

Claire Myers Consulting; Madison (WI); Sur place; USD 132 000 - 211 000; Plein temps

Résumé du poste

Claire Myers Consulting is seeking an experienced Senior Wealth Portfolio Manager to join our client in Madison, WI. You will inherit an established book of high net worth relationships and focus on sophisticated investment management and integrated wealth planning.

Work closely with Wealth Advisors, private bankers, and investment professionals to deliver a comprehensive wealth management experience. This role offers a path to broader senior opportunities as the firm grows in the Madison market.

Qualifications

• 7 to 10+ years of investment management or closely related experience.
• Experience working with high net worth individuals and families.
• Strong portfolio construction and asset allocation expertise.
• CFA strongly preferred or comparable credentials.
• Financial planning knowledge is highly valued.
• Ability to explain sophisticated investment concepts clearly.
• Excellent relationship building with high net worth clients.

Responsabilités

• Manage an established portfolio of high net worth client relationships.
• Develop and oversee customized investment strategies based on client goals and risk tolerance.
• Build trusted relationships through proactive communication and portfolio oversight.
• Lead investment conversations and clearly communicate portfolio strategy.
• Collaborate with Wealth Advisors and planning professionals to integrate investment management with financial planning.
• Coordinate with private banking and internal partners for a coordinated client experience.
• Participate in client conversations with Wealth Advisors when appropriate.
• Provide ongoing portfolio construction, asset allocation and performance oversight.
• Serve as a senior investment resource in the Madison market.

Connaissances

Investment management

Portfolio management

High net worth clients

Relationship building

Formation

CFA or equivalent

Description du poste

Claire Myers Consulting is seeking an experienced Senior Wealth Portfolio Manager to join our client in Madison, WI. You will inherit an established book of high net worth relationships and focus on sophisticated investment management and integrated wealth planning.

Work closely with Wealth Advisors, private bankers, and investment professionals to deliver a comprehensive wealth management experience. This role offers a path to broader senior opportunities as the firm grows in the Madison market.