Portfolio Manager

📋 Description

• Monitor macroeconomic and capital market developments; explain to clients and colleagues.
• Conduct investment research on stocks, bonds, mutual funds, and ETFs.
• Build and manage client portfolios based on goals and constraints.
• Collaborate to develop new business and strengthen client relationships.
• Participate in public presentations regularly.
• Ensure ongoing compliance across all accounts and relationships.

🎯 Requirements

• Minimum 5 years of experience managing portfolios for high-net-worth clients.
• Understanding fiduciary law concepts and practices.
• Strong public speaking and interpersonal skills.
• Bachelor’s degree.
• CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred.

🎁 Benefits

• Health & Wellness: 90% employer-paid medical; dental/vision at employee cost.
• 401(k) safe harbor and ESOP.
• Generous PTO, paid holidays, hybrid policy, and supportive culture.
• Mental health resources and wellness initiatives.
• Annual team events and inclusive culture.