Portfolio Manager - Financial Services

Job Description

Job Description

We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative and fun work environment where together, we achieve more
• Environment supportive for learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

Portfolio Construction & Strategy

• Implement investment models within client portfolios based on guidance from Wealth Managers
• Partner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plans
• Prepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisions
• Coordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates

Portfolio Monitoring & Management

• Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actions
• Initiate trade requests aligned with client needs and portfolio strategy
• Ensure accurate and timely implementation of model updates across client portfolios
• Maintain high standards of accuracy, consistency, and documentation in portfolio management activities

Trading Oversight & Approvals

• Review and provide second-level approval for trades generated by the Portfolio Management trade proposal team
• Serve as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as needed
• Partner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices

Integral member of the Portfolio Management team

• Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectives
• Partner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technology
• Design and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platform
• Build strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge & Technical Skills

• Strong knowledge of portfolio construction, asset allocation, and investment strategy
• Deep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investments
• Working knowledge of entity structures such as trusts, partnerships, and LLCs
• Advanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus

Professional Skills & Attributes

• Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisions
• Excellent communication skills, with the ability to clearly convey information across a variety of audiences
• Highly organized with the ability to manage multiple priorities and deadlines
• Detail-oriented with a strong commitment to accuracy and quality
• Proactive team player who builds strong relationships across functions
• Self-motivated and capable of working independently in a dynamic environment
• Committed to delivering a high level of client service and supporting colleagues

Personal Style

• A COLLABORATOR who will mentor and help others on your team
• GENUINELY care about serving and caring for other people

Experience and Education

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job:

• Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience
• Minimum of six (6) years of experience in investment management or financial services
• Prior experience working for an RIA firm is a plus
• Prior team leadership experience is a plus

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the