Senior Wealth Portfolio Manager: Trusted HNW Partner

CMC Recruiting

Madison (WI)

On-site

USD 132,000 - 211,000

Full time

4 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

CMC Recruiting is seeking an experienced Senior Wealth Portfolio Manager to take over an established book of high net worth clients in the Madison market. This role focuses on sophisticated investment management and building long-term partnerships with clients.

You will work closely with Wealth Advisors, private bankers, and investment professionals to deliver integrated wealth management, customize investment strategies, monitor performance, and provide proactive guidance in a collaborative,

Qualifications

7 to 10+ years of investment management, portfolio management, or closely related experience.
Direct experience working with high net worth individuals and families.
Strong expertise in portfolio construction and asset allocation.

Responsibilities

Manage an established portfolio of high net worth client relationships.
Develop and oversee customized investment strategies based on client goals, risk tolerance, time horizons, and financial needs.
Lead investment conversations and communicate portfolio strategy and market perspectives clearly and confidently.
Collaborate with Wealth Advisors and financial planning professionals to integrate investment management with broader planning.
Provide ongoing portfolio construction, asset allocation, investment recommendations, and performance oversight.
Serve as a senior investment resource within the Madison market.