VP, Portfolio & Fiduciary Wealth Strategy

J&T Business Consulting; Town of Granger (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

J&T Business Consulting seeks an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager in Granger, NY. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and maintain fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends high-level portfolio structuring with consultative client guidance, serving as a trusted strategist who communicates market dynamics to clients,

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).
• Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Responsibilities

• Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment guidance alongside Wealth Advisors and Trust Officers and provide proactive guidance through cycles.
• Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research and ensure fiduciary standards and regulatory alignment.
• Business Development & Relationship Expansion: Collaborate with business development to engage prospective clients and expand regional wealth assets under management.

Skills

Portfolio management

Fiduciary integrity

Client relationship management

Communication skills

Financial analysis

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Tools

Portfolio analytics tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

J&T Business Consulting seeks an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager in Granger, NY. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and maintain fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends high-level portfolio structuring with consultative client guidance, serving as a trusted strategist who communicates market dynamics to clients,