Vice President & Sr. Portfolio Manager - Private Client Group

Overview

Join Western & Southern – Somewhere You Want to Be

Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.

Headquartered in Cincinnati, W&S is a Fortune 500 company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

Our Culture: Excellence and Collaboration

Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Day in the Life of a Vice President & Senior Portfolio Manager (Private Client Group)

In this role, you’ll manage and grow client investment portfolios while delivering a high-touch, personalized wealth management experience. You’ll partner closely with Wealth Planners and Private Client Group colleagues to attract new clients, strengthen existing relationships, and align investment strategies with each client’s long-term goals and risk tolerance. Your day will include building and adjusting portfolios, meeting with clients and prospects, and collaborating with internal investment, marketing, and advisory partners. You’ll operate with a high degree of autonomy while leveraging the firm’s deep investment resources to deliver thoughtful, scalable solutions.

Responsibilities

• Grow and manage a profitable book of business by partnering with Wealth Planners to attract new clients, deepen existing relationships, and expand assets under management.
• Design, implement, and actively manage customized investment strategies across multiple asset classes to meet client goals, risk tolerance, and long-term objectives.
• Deliver a high-touch client experience through clear communication, regular portfolio reviews, and collaboration with clients’ outside advisors.
• Monitor markets and portfolio performance by researching securities, adjusting allocations, and managing risk to preserve capital and enhance returns.
• Collaborate across internal investment and compliance teams to align portfolio strategy with firm investment guidance while ensuring regulatory and policy adherence.

Qualification Criteria

• Bachelor\'s Degree in Business or other related field.
• Typically, five-plus years of track record in investment management for individuals, business development, investment consulting or related field.
• Knowledge of securities markets and their behavior in various economic environments.
• Skilled in portfolio construction and risk management.
• Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) Board, or FINRA Series 65, or FINRA Series 66 upon hire.

Premier Benefits to Support You

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

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