Senior Director, Portfolio Management Manager
About The Position
This senior leadership role within the Chief Investment Office reports to the CIO and turns the firm’s investment views into scalable portfolio solutions for advisors and clients. The role serves as the implementation engine of the CIO office, leading portfolio construction, model portfolios, investment execution, and solution design across the wealth platform. Its purpose is to build and oversee the firm’s portfolio architecture, convert asset allocation views into practical investment solutions, support advisor success and client outcomes, and help modernize the investment platform toward a more scalable, advisor-centric, RIA-oriented model.
Requirements
- 15+ years in investment or wealth management.
- Deep portfolio construction and asset allocation expertise.
- Strong knowledge of fiduciary portfolio management in an OCC-regulated trust environment.
- Experience serving high-net-worth and ultra-high-net-worth clients.
- Strong advisor partnership and executive communication skills.
Responsibilities
- Lead portfolio construction across growth, income, tax-aware, ESG, alternatives, retirement, and high-net-worth custom objectives.
- Develop scalable investment solutions, including model portfolios, UMAs, multi-manager portfolios, concentrated stock strategies, and goals-based frameworks.
- Ensure portfolios meet fiduciary, regulatory, and OCC trust standards.
- Partner with advisors and fiduciary, risk, compliance, legal, product, operations, and technology teams.
- Build and lead a high-performing portfolio construction team.
- Improve advisor adoption of CIO solutions and refine offerings based on field feedback.
Benefits
- Competitive compensation and benefits.
- Wellbeing programs.
- Flexible global resources and tools.
- Paid leaves, including paid volunteer time.
- Potential eligibility for an annual discretionary incentive award.
- 401(k) plan.
- Company-sponsored medical, dental, vision, and basic life insurance plans for employees and eligible dependents.
- Various paid time off benefits, such as vacation and sick time, depending on the position offered.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
