Senior Portfolio Manager, Family Office

Trust Point•Minneapolis, MN

6d•Hybrid

About The Position

Trust Point Inc. of Minneapolis, MN is looking to hire a full-time Senior Portfolio Manager to join their investments team. This role is for an experienced investment professional who is passionate about portfolio management, tax-efficient investing, and delivering thoughtful investment strategies that align with client objectives. The ideal candidate will build trusted, long-lasting relationships with clients while partnering across the company to deliver exceptional service and support continued growth. Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations for over 100 years, aiming to provide outstanding client service to help clients achieve their financial goals. They value their staff, foster a supportive culture with an open-door policy, and offer fun perks and ongoing learning opportunities through employer-paid certifications and education.

Requirements

Bachelor's degree in finance, accounting, business or related field required.
10-20 Years of industry experience.
Proven experience in a senior leadership role focused on strategic relationship management within the financial services industry required.
Demonstrated experience managing complex, multi-asset class portfolios for clients within agreed parameters, restrictions and regulatory frameworks.
Excellent communications and interpersonal skills which include relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

Nice To Haves

MBA or advance degree preferred.
Chartered Financial Analyst (CFA) preferred.

Responsibilities

Manage client portfolios by developing and implementing investment strategies aligned with client objectives, risk tolerance, Investment Policy Statements (IPS), and regulatory requirements.
Monitor portfolio performance, asset allocation, risk, and manager selection, while staying informed on macroeconomic trends, capital markets, and geopolitical developments.
Build and maintain strong client relationships through proactive communication, portfolio reviews, and thoughtful investment guidance.
Develop customized, tax-efficient portfolio solutions, including tax-loss harvesting, asset location, capital gains management, concentrated position strategies, and tax-efficient withdrawals.
Collaborate with Relationship Managers, investment professionals, tax advisors, attorneys, and estate planning professionals to deliver comprehensive wealth and fiduciary solutions.
Partner with the Investment Committee and broader investment team on asset allocation, portfolio strategy, investment recommendations, and market insights.
Contribute to the development and enhancement of the firm's tax-efficient investing and tax diversification strategies, including evaluating external providers and solutions.
Support business development and firm growth through RFPs, industry and community involvement, client education, and collaboration with sales, marketing, and internal teams.