Portfolio Manager - VWG Wealth Management

Hightower Advisors•McLean, VA

5d•Hybrid

About The Position

Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to help ensure our clients live their lives to their fullest. VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors. The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy development, and client portfolio support across VWG's book of business. This role partners with Wealth Advisors and the investment team to deliver disciplined, tax-aware, and client-aligned investment solutions. You will be a subject matter leader within the Portfolio Management team, contributing to asset allocation frameworks, structured product implementation, and the mentoring and development of junior team members. You will report to the Wealth Advisor.

Requirements

5 or more years' experience in the financial/investment analysis field
Strong organizational and time management skills.
Expresses a strong work ethic – recognized as a collaborative team member; have pride in work product and is accountable for actions.
Detail oriented; complete work tasks with accuracy and consistency.
Maintains standards despite pressing deadlines, client requests and unexpected market events.
Experience seeking, digesting, and communicating complex information.
Manages multiple projects with minimal supervisor intervention.
Excellent verbal, written, presentation and interpersonal skills.
Keeps current on investment practices, thinks creatively and demonstrates intellectual curiosity by reading, listening to and watching a variety of sources.
Proficient in company related technology, i.e. Market data & analysis (FactSet), performance reporting and account analysis (BlackDiamond), Portfolio trading software (Tamarac), Mutual Fund/ETF data and analysis (MorningStar), Salesforce CRM.
Proficiency in Microsoft: Excel, Word, Outlook.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client meetings.
Prepare client-facing performance reporting and ad hoc portfolio analysis.
Conduct practice-level portfolio (“book”) reviews, monitoring large positions, cash balances, and margin exposure.
Lead asset allocation guidelines and target allocations for the Portfolio Management team.
Develop and revise comprehensive portfolio recommendations for prospective and existing clients, including coordination and peer review for high-net-worth clients ($5M+).
Contribute to tax-aware portfolio management, including tax-loss harvesting and coordinated account-level decisions.
Be the primary trader for VWG-managed accounts; document, escalate, and fix trade errors with Trading and Compliance teams.
Manage SMA onboarding, tax-loss harvesting, withdrawals, and account changes across both Envestnet and IWS platforms.
Lead and manage IWS cash management and money market sweep activities.
Oversee U.S. Treasury bill purchases and maturities, and review accounts for potential low-transaction ETF alternatives.
Manage VWG book-level exposure to structured notes, including buffers, payoffs, maturities, and new or rolled issuances.
Partner with Wealth Advisors, PM team members, bank structured note desks, and the IWS trading desk on pricing, structures, and execution.
Collaborate on the design and placement of custom structured note solutions requiring precise communication and execution timing.
Support evaluation and oversight of private and alternative investments according to practice strategy.
Use Black Diamond for portfolio analytics and reporting.
Track and report private investments using Accord.
Maintain diligence documentation and ongoing monitoring for assigned private investments.
Collect and summarize portfolio and investment data to support analysis.
Deliver bi-weekly market updates and communications during periods of material market or economic change.
Share investment insights from strategists and managers.
Mentor and develop junior Wealth Advisors and junior Portfolio Management team members.