Portfolio Manager
Job Description
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