Senior Portfolio Manager

About the Opportunity

A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi-asset class portfolios on behalf of high-net-worth individuals and families. The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm.

Responsibilities

• Direct management of client investment portfolios
• Implementation of asset allocation and investment policy
• Macroeconomic, sector, and security-level research
• Active participation in investment committee meetings
• Client communication, reporting, and relationship support
• Contribution to growth through referral engagement and new business opportunities

About You

The ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives. Qualifications include a minimum of 15 years of experience in portfolio management, MBA and/or CFA designation, demonstrated experience with high-net-worth clients and global asset allocation, and strong analytical, communication, and client service skills.

Eligibility

MBA and/or CFA designation required. Minimum 15 years of experience in portfolio management.

Benefits

This is an excellent opportunity for a relationship-driven investment professional seeking to make a long-term impact within a values-based, collaborative, client-centric organization.

About Company

The firm offers opportunities for career growth, collaboration with talented professionals, and a client-centric work environment.