Portfolio Manager

LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility for managing sophisticated client portfolios while serving as a trusted advisor to ultra-high-net-worth families, foundations, endowments, and institutional investors. The individual will serve as a senior member of the investment team, overseeing portfolio construction, investment strategy, client relationships, and business development initiatives.
This individual will work closely with investment leadership, family office professionals, client service teams, and operations personnel to ensure exceptional client outcomes while supporting the continued growth of the Richmond office. The role offers significant visibility, autonomy, and the opportunity to play a key role in a highly respected independent wealth management firm advising on more than $37 billion in client assets.
This is a direct hire job that offers a salary between $200K - $300K (doe) plus bonus. Here are more details about this job:

RESPONSIBILITIES
Serve as the primary portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals
Design, implement, and monitor customized investment portfolios across public and private markets
Oversee portfolio performance, asset allocation, and risk exposures while recommending adjustments as market conditions evolve
Lead portfolio review meetings and serve as a primary investment contact for sophisticated clients

QUALIFICATIONS
Bachelor's degree in Finance, Economics, Business, or a related field required
MBA and/or CFA designation preferred
10+ years of investment management or financial services experience required
Demonstrated experience managing complex multi-asset investment portfolios
Strong expertise in portfolio construction, asset allocation, risk management, and investment strategy implementation
Experience evaluating traditional and alternative investments, including private equity, private credit, hedge funds, and real assets preferred

BENEFITS
Opportunity to join a highly respected independent registered investment advisor
Work with sophisticated ultra-high-net-worth and institutional clients
Exposure to diverse asset classes across public and private markets
Significant visibility and influence within the organization
Collaborative and growth-oriented investment culture
Opportunity to contribute directly to client relationships and business development efforts
Leadership opportunities and mentorship responsibilities
Competitive compensation package including bonus opportunity
Long-term career growth with a nationally recognized wealth management firm

If you are interested in this role, send your resume to View email address on click.appcast.io or visit to see all of our openings.

Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to LHH Candidate Privacy Information Statement
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance

Pay Details: $200,000.00 to $300,000.00 per year

Search managed by: Amy Schwister


Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.