Client Portfolio Manager

Waldron Private Wealth • Plymouth Charter Township, MI

23h

About The Position

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.

Requirements

• Bachelor’s Degree in finance or related field required.
• Minimum of eight (8) years of investment or wealth management experience required.
• CFA charterholder, CFP® professional, or another approved advanced credential required.
• Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Nice To Haves

• Ten (10) years preferred.
• Four (4) years of experience in the UHNW space preferred.

Responsibilities

• Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
• Manage the activities and execution of the investment functions for a variety of clients.
• Develop portfolio allocation recommendations and oversee delivery of those recommendations.
• Develop and monitor custom portfolio strategies.
• Communicate with clients (ex. emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
• Provide top-level investment concierge services to existing clients.
• Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
• Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior