Portfolio Manager

Client: Thriving Investment Advisory Firm Role: Portfolio Manager Salary: $250K - 300K+/annually Location: New York, New York Key Responsibilities Strategic Advisory: Serve as the lead advisor for a sophisticated client base, guiding them through complex financial landscapes, risk tolerance assessments, and long-term planning. Portfolio Strategy: Develop and implement bespoke investment strategies leveraging firm-wide research, ensuring alignment with individual client time horizons and objectives. Internal Collaboration: Act as a bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity. Client Retention & Growth: Manage and expand your existing book of business while proactively identifying new opportunities through your professional network. High-Touch Communication: Deliver clear, consultative updates on performance, market shifts, and tactical strategy adjustments. Mentorship: Contribute to the firm's culture of excellence by supporting the development of junior advisory professionals and participating in firm-wide strategic initiatives. Qualifications & Requirements Experience: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management. Book of Business: A proven track record of managing and successfully transitioning a book of business (AUM expectations are negotiable based on candidate profile). Technical Expertise: Deep understanding of asset allocation, risk management, liquidity planning, and the broader macroeconomic environment. Communication: Exceptional interpersonal skills with the "soft skills" required to build deep, lasting trust with sophisticated principals. Credentials: CFA, MBA, or CFP® designations are highly preferred. Licensing: FINRA Series 65, Series 7, or equivalent licensing is a plus. #J-18808-Ljbffr