Sr. Wealth Portfolio Manager

CMC Recruiting; Madison (WI); On-site; USD 132,000 - 211,000; Full time

Job summary

CMC Recruiting seeks a Senior Wealth Portfolio Manager to take over an established high net worth book in the Madison area. You will deliver sophisticated investment management while building long‑term client partnerships with Wealth Advisors, private bankers, and investment professionals.

The role emphasizes both technical portfolio construction and the relational aspect of wealth management, offering growth opportunities beyond immediate responsibilities in a supportive, client‑focused firm.

Qualifications

• 7–10+ years in investment management or private wealth
• Experience with high net worth clients preferred
• Strong portfolio construction and asset allocation skills
• Ability to communicate sophisticated concepts clearly
• Relationship-driven approach and integrity are essential

Responsibilities

• Manage an established portfolio of high net worth clients
• Develop customized investment strategies aligned with client goals and risk tolerance
• Provide ongoing portfolio oversight and performance discussions
• Lead investment conversations and communicate strategy confidently
• Collaborate with Wealth Advisors to integrate investment and financial planning
• Support prospection with Wealth Advisors when appropriate
• Deliver coordinated client experience across internal partners
• Serve as a senior investment resource in the Madison market

Skills

Investment management

Portfolio management

Client relationship management

Communication of complex concepts

Executive presence

Education

CFA credential preferred

Job description

Compensation: $132,000-$211,000 base + 25% performance bonus

About the Company:

Our client is a privately held, full service financial services firm offering banking, wealth, and insurance solutions through a client focused, community oriented model. With deep roots in Wisconsin, the firm is known for its strong values, long term client relationships, and commitment to personalized service. The culture emphasizes integrity, collaboration, authenticity, and doing what is right for the client.

About the Role:

Our client is seeking an experienced Senior Wealth Portfolio Manager to step into an established book of high net worth client relationships in the Madison market.

This is not a book building role. The Portfolio Manager will inherit an established client base and focus on delivering sophisticated investment management while becoming a trusted, long term partner to clients. The role works closely with Wealth Advisors, financial planners, private bankers, and investment professionals to provide an integrated wealth management experience.

This is an excellent opportunity for an experienced investment professional who enjoys both the technical side of portfolio management and the relationship side of wealth management. The firm is continuing to evolve and grow, creating longer term opportunities for a strong senior professional beyond the immediate portfolio management responsibilities.

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
• Build trusted relationships with clients through proactive communication, investment guidance, and ongoing portfolio oversight
• Lead investment conversations and communicate portfolio strategy and market perspectives clearly and confidently
• Partner closely with Wealth Advisors and financial planning professionals to integrate investment management with broader financial planning
• Collaborate with private banking and other internal partners to deliver a coordinated client experience
• Participate in prospective client conversations alongside Wealth Advisors when appropriate
• Provide ongoing portfolio construction, asset allocation, investment recommendations, and performance oversight
• Serve as a senior investment resource within the Madison market

Qualifications:

• 7 to 10+ years of investment management, portfolio management, private wealth, or closely related experience
• Significant experience working directly with high net worth individuals and families
• Strong portfolio construction, asset allocation, and investment management expertise
• CFA strongly preferred or comparable investment credentials and experience
• Financial planning knowledge or experience highly valued
• Ability to communicate sophisticated investment concepts in a clear, relatable way
• Strong relationship building skills and executive presence with high net worth clients
• Collaborative, client first approach with a high degree of integrity and sound judgment