Senior Wealth Portfolio Manager — Strategy & Client Growth

Vaco by Highspring; New York (NY); On-site; USD 250,000 - 300,000; Full time

Job summary

A thriving investment advisory firm in New York is seeking an experienced Portfolio Manager to become the leading advisor for a sophisticated client base. The role requires a minimum of 12 years in wealth advisory, with a proven ability to manage a sizable book of business. Responsibilities include developing investment strategies and ensuring seamless execution through collaboration with research and trading teams. Preferred candidates will hold CFA, MBA, or CFP designations and possess exceptional interpersonal skills. A competitive salary of $250K - $300K+ annually is offered.

Qualifications

• Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management.
• Proven track record of managing and transitioning a book of business.
• Deep understanding of asset allocation and risk management.
• Exceptional interpersonal skills for building trust with clients.
• CFA, MBA, or CFP designations preferred.
• FINRA Series 65 or Series 7 licensing is a plus.

Responsibilities

• Serve as the lead advisor for a sophisticated client base.
• Develop and implement bespoke investment strategies.
• Act as a bridge between clients and internal teams.
• Manage and expand existing book of business.
• Deliver consultative updates on performance and market shifts.
• Support the development of junior advisory professionals.

Skills

Wealth advisory

Client-facing portfolio management

Interpersonal skills

Risk management

Asset allocation

Education

CFA

MBA

CFP

Job description

A thriving investment advisory firm in New York is seeking an experienced Portfolio Manager to become the leading advisor for a sophisticated client base. The role requires a minimum of 12 years in wealth advisory, with a proven ability to manage a sizable book of business. Responsibilities include developing investment strategies and ensuring seamless execution through collaboration with research and trading teams. Preferred candidates will hold CFA, MBA, or CFP designations and possess exceptional interpersonal skills. A competitive salary of $250K - $300K+ annually is offered.