Portfolio Manager

Portfolio Manager opportunity with a premier client. This role is open due to continued AUM growth, offering high visibility, stability, and significant long-term upside. Locations: Chicago, IN, WI, TN We are seeking an experienced PM (6-10 years) who enjoys working with HNW clients and wants to focus on portfolio strategy and client outcomes—without direct sales goals. Role Highlights: Manage portfolios for HNW individuals with full investment discretion Focus on ~75% client retention/relationship management and ~25% new business, partnering with the sales team (Wealth Advisors, Trust Officers, and other relationship managers) Advisors acquire business; PMs are brought in to close and deliver Work for a deeply established firm whose sole mission is to serve its clients Ideal Background: 6+ years of portfolio management and investment decision-making expertise CFA, CFP, CPA, or advanced degree (MBA/JD) preferred Strong expertise in portfolio construction and financial markets with HNW clients We’re expediting the process and beginning interviews now.

314-949-2007

https://calendly.com/christie-recruiter007

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