Financial Advisor/Client Portfolio Manager

Senior Financial Advisory/Client Portfolio Manager

Location: New York, NY

Salary: $250,000-300,000


We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory. We are seeking a Senior Financial Advisor to serve as a primary steward for high-net-worth and institutional capital.
This is a strategic appointment for a seasoned professional (12 years) who possesses the technical depth to manage complex portfolios and the entrepreneurial drive to transition and scale a significant book of business within a high-conviction investment ecosystem.



Key Responsibilities

• Strategic Advisory: Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.
• Bespoke Portfolio Construction: Develop and implement tailored investment strategies that leverage firm-wide research while remaining aligned with individual client risk tolerances and time horizons.
• Internal Collaboration: Act as the bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity.
• Growth & Relationship Management: Manage and expand your existing book of business while proactively identifying new opportunities through your professional network and our firm's sterling reputation.
• High-Touch Communication: Deliver clear, consultative updates on portfolio performance, macroeconomic shifts, and tactical strategy adjustments.
• Firm Leadership: Contribute to strategic firm-wide initiatives and mentor junior advisory professionals to foster a culture of excellence.

Candidate Profile

• Tenure: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management.
• Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).
• Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework.
• Communication Mastery: The intellectual and social "soft skills" required to maintain deep, multi-generational trust with principals and family offices.
• Credentials: CFA, MBA, or CFP® preferred; Series 7/65 licensing is a plus.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice


Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.


Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .


Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .


By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice


Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice


Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.