UHNW Portfolio Architect & Trust Strategy Lead

Columbia Bank; Portland (OR); On-site; USD 120,000 - 215,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Life insurance

Disability insurance

Tuition assistance

Job summary

Columbia Bank, a respected financial institution, seeks a Senior Portfolio Manager to lead client acquisition and portfolio management for ultra‑high‑net‑worth individuals and family offices in the United States. You will apply deep investment acumen, fiduciary knowledge, and expertise in alternatives to design bespoke investment solutions and grow the franchise.

You will develop strategic initiatives to expand the UHNW client base, build trusted advisor relationships, integrate traditional and

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; advanced credentials preferred.
• MBA, CFA, CFP, or CTFA preferred; 7+ years of industry experience required.
• Strong understanding of accounting literature, regulations, practice, and theory.
• Proficiency with Microsoft Excel and Word.
• Excellent written and verbal communication; team player.

Responsibilities

• Lead client acquisition for ultra‑high‑net‑worth clients and family offices.
• Design and manage customized portfolios including multi‑generational wealth planning.
• Integrate traditional and alternative investments to optimize risk‑adjusted returns.
• Provide proactive portfolio reviews, performance reporting, and strategic rebalancing.
• Lead advisor and relationship manager for UHNW clients and family offices.
• Coordinate with legal, tax, and estate planning professionals to ensure compliance.

Job description

Columbia Bank, a respected financial institution, seeks a Senior Portfolio Manager to lead client acquisition and portfolio management for ultra‑high‑net‑worth individuals and family offices in the United States. You will apply deep investment acumen, fiduciary knowledge, and expertise in alternatives to design bespoke investment solutions and grow the franchise.

You will develop strategic initiatives to expand the UHNW client base, build trusted advisor relationships, integrate traditional and