Vice President, Wealth Investment Client Portfolio

Vice President, Wealth Investment Client Portfolio

About the Company

An independent, employee-owned global asset management firm managing over $530 billion in assets.

Industry
Investment Management

Type
Privately Held

About the Role

The Company is in search of a Vice President for Wealth Investment Client Portfolio within its Private Wealth division. The successful candidate will be responsible for supporting Wealth Advisors in the creation of tailored multi-asset portfolio solutions that align with client objectives and constraints. This role involves evaluating and synthesizing client-specific information to provide portfolio recommendations in line with the firm's asset allocation views. The Vice President will also be tasked with delivering these recommendations to clients and presenting to various client and prospect groups, including individuals, families, and select institutions. Applicants must have a strong understanding of both public and private markets, asset allocation, and portfolio construction. The role requires the ability to analyze and manipulate data to create high-quality, client-facing content and to ensure data integrity. Collaboration with various resources across the Private Wealth division is essential to maintain a comprehensive understanding of investment, planning, tax, and trust solutions. The position also involves supporting the team with ad-hoc projects and requests, including strategic and training initiatives. A willingness to travel for client presentations and meetings is necessary.

Functions

• Finance