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. #J-18808-Ljbffr