Client Portfolio Manager

Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise with a personalized approach. We are committed to cultivating a high-performing cohesive team both from our corporate headquarters in Montpelier Vermont, and our regional office in Alpharetta, Georgia. Why Join Maple Capital Opportunity to grow Flat organizational structure that encourages cross-functional collaboration and offers hands-on exposure to all areas of the business. Culture rooted in wellness , teamwork, and excellence, fostering both personal and professional growth, enterprising spirit is encouraged. Enthusiastic, client-focused team committed to continuous improvement and high standards of service. Ideal for professionals seeking challenges , growth, and meaningful impact in a dynamic investment environment. Position Description As a Client Portfolio Manager, you will work closely with our Investment and Client Service teams focusing on managing advisor partner & client relationships, managing client portfolios, and generating new business via existing and new sales channels. This is not a remote position, and candidate is expected to work out of our Alpharetta, Georgia office. Duties and Responsibilities: The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties, including: Business development, specifically creating new, actionable advisor partner relationships Develop investment/planning strategies to win business Frequent travel; at least monthly Relationship management with both advisor partners and direct clients Facilitating client service requests Special projects as needed A collaborative team player with a great sense of humor A propensity to follow through and ensure that tasks have been completed in a timely manner The ability to handle competing priorities with grace and composure A proclivity to serve advisor partners and clients 10+ years of investment management experience A bachelor’s degree from an accredited college or university A CFA or CFP designation (preferred) In this position you are NOT someone who: Prefers work to flow to you smoothly Does not enjoy traveling for work Struggles working with different or conflicting personalities Gets easily distracted Is uncomfortable sharing mistakes What is in it for you: Competitive salary and benefits based on industry standards and professional experience Benefits include health insurance with 100% company-covered premium and 401(k) If you are interested in the position, please send a resume, cover letter, and salary requirements. Maple Capital Management, Inc. is an Equal Opportunity Employer. #J-18808-Ljbffr Maple Capital Management