Senior Portfolio Manager (New York)
Wall Street Alliance Group, New York, New York, United States, 10261
About the Firm
Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures. Our practice integrates: Institutional-quality investment management Advanced trust and estate planning coordination ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance) Tax-aware wealth structuring Long-term family governance and capital preservation We operate in a founder-led, relationship-intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all in-house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.
As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional.
The Opportunity We are seeking a CFA Charterholder
to serve as a senior investment authority within the firm. This is a hybrid role that combines: Institutional portfolio strategy UHNW client-facing engagement Cross-disciplinary wealth planning integration This role is designed for a sophisticated investment professional who wants to operate in a high-trust, high-complexity advisory environment — not a mass-market platform.
Core Responsibilities Investment Leadership Design and oversee strategic asset allocation frameworks Conduct rigorous manager and fund due diligence Monitor portfolio risk exposures across market cycles Develop capital market assumptions and forward-looking outlooks Present portfolio strategy and performance to UHNW clients UHNW Client Engagement Participate in high-level client meetings alongside senior advisors Articulate portfolio positioning and macroeconomic insights with clarity Address complex liquidity, risk, and concentration issues Reinforce the firm’s investment discipline and long-term philosophy Advanced Planning Integration Develop working expertise in: Trust planning structures and estate strategy coordination Generational wealth transfer considerations ERISA fiduciary standards 401(k), Defined Benefit, and Cash Balance plan design Integration of retirement plans within broader family balance sheets You will collaborate closely with senior advisors to ensure seamless alignment between investment management and comprehensive wealth strategy.
Ideal Candidate Profile CFA Charterholder strongly preferred 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment Experience presenting to sophisticated high-net-worth investors Strong executive presence and professional polish Clear, articulate communicator — capable of commanding a room Demonstrated intellectual rigor and independent thinking High discretion and emotional intelligence Preferred: Exposure to estate planning structures Familiarity with ERISA and retirement plan advisory Experience with complex, multi-entity family wealth structures
What This Role Is Not Not a junior analyst role Not a commission-driven sales position Not a siloed back-office function This role requires both technical excellence and client-facing confidence.
Who Will Thrive Here This role is ideal for a professional who: Values intellectual rigor over sales theatrics Wants direct access to decision-makers Seeks exposure to complex UHNW planning environments Desires long-term growth within a boutique, high-integrity platform
Compensation & Benefits
Base Salary Range:
$150,000 – $250,000 (commensurate with experience and depth of expertise) Performance-based bonus aligned with investment oversight, client impact, and strategic contribution Long-term growth pathway into senior advisory or investment leadership role
Benefits
401(k) retirement plan Comprehensive health insurance coverage Dental insurance Vision insurance
Wall street Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures. Our practice integrates: Institutional-quality investment management Advanced trust and estate planning coordination ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance) Tax-aware wealth structuring Long-term family governance and capital preservation We operate in a founder-led, relationship-intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all in-house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.
As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional.
The Opportunity We are seeking a CFA Charterholder
to serve as a senior investment authority within the firm. This is a hybrid role that combines: Institutional portfolio strategy UHNW client-facing engagement Cross-disciplinary wealth planning integration This role is designed for a sophisticated investment professional who wants to operate in a high-trust, high-complexity advisory environment — not a mass-market platform.
Core Responsibilities Investment Leadership Design and oversee strategic asset allocation frameworks Conduct rigorous manager and fund due diligence Monitor portfolio risk exposures across market cycles Develop capital market assumptions and forward-looking outlooks Present portfolio strategy and performance to UHNW clients UHNW Client Engagement Participate in high-level client meetings alongside senior advisors Articulate portfolio positioning and macroeconomic insights with clarity Address complex liquidity, risk, and concentration issues Reinforce the firm’s investment discipline and long-term philosophy Advanced Planning Integration Develop working expertise in: Trust planning structures and estate strategy coordination Generational wealth transfer considerations ERISA fiduciary standards 401(k), Defined Benefit, and Cash Balance plan design Integration of retirement plans within broader family balance sheets You will collaborate closely with senior advisors to ensure seamless alignment between investment management and comprehensive wealth strategy.
Ideal Candidate Profile CFA Charterholder strongly preferred 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment Experience presenting to sophisticated high-net-worth investors Strong executive presence and professional polish Clear, articulate communicator — capable of commanding a room Demonstrated intellectual rigor and independent thinking High discretion and emotional intelligence Preferred: Exposure to estate planning structures Familiarity with ERISA and retirement plan advisory Experience with complex, multi-entity family wealth structures
What This Role Is Not Not a junior analyst role Not a commission-driven sales position Not a siloed back-office function This role requires both technical excellence and client-facing confidence.
Who Will Thrive Here This role is ideal for a professional who: Values intellectual rigor over sales theatrics Wants direct access to decision-makers Seeks exposure to complex UHNW planning environments Desires long-term growth within a boutique, high-integrity platform
Compensation & Benefits
Base Salary Range:
$150,000 – $250,000 (commensurate with experience and depth of expertise) Performance-based bonus aligned with investment oversight, client impact, and strategic contribution Long-term growth pathway into senior advisory or investment leadership role
Benefits
401(k) retirement plan Comprehensive health insurance coverage Dental insurance Vision insurance