Client Portfolio Manager, High Net Worth

Description

Responsibilities

• Work with advisors to understand client goals, risk tolerance, liquidity needs, tax circumstances, account structures, and existing investments.
• Manage the intake of advisor requests for new and existing clients, asking clarifying questions about account types, ownership structures, and client objectives to gather the information needed to develop a recommendation.
• Analyze portfolios across taxable, qualified, and tax-deferred accounts, including individual, joint, trust, and retirement accounts, and develop recommendations based on research and analysis.
• Prepare tailored investment proposals within the firm’s approved framework, incorporating asset allocation, asset location, income needs, and tax-sensitive transitions.
• Obtain advisor buy-in on recommendations and finalize proposals for execution on behalf of the client.
• Participate in advisor and client meetings, present portfolio analysis and recommendations to advisors and, when appropriate, clients, and develop the ability to lead investment discussions as knowledge and experience grow.
• Support portfolio reviews and explain investment positioning, performance, risks, fees, and proposed changes in clear language.
• Support existing and prospective advisors on complex cases, collaborating with Business Development as needed.
• Coordinate with research, portfolio management, and implementation teams to document client constraints, communicate approved recommendations, and follow through on next steps.
• Partner with Operations as client accounts are onboarded.
• Utilize SmartX, Black Diamond or comparable platforms, YCharts, and other investment analytics tools to prepare analysis and proposals.
• Collaborate with SmartX and other SaaS vendors and product partners as needed.
• Build knowledge of CAM’s strategies and capabilities, including WealthSelect, direct indexing, fixed income, and alternative investments.
• Perform other related duties and responsibilities as reasonably assigned.

Qualifications

• Bachelor’s degree in a relevant discipline or relevant work experience required.
• Approximately 2 or more years of relevant wealth management experience, with demonstrated experience serving high-net-worth or ultra-high-net-worth clients directly or supporting a team that serves them.
• Practical understanding of how taxes and account ownership and structures, including individual, joint, trust, and retirement accounts, affect portfolio recommendations, asset location, liquidity, and implementation.
• Experience preparing portfolio analysis, investment proposals, or client review materials; sound foundation in asset allocation and portfolio construction.
• Ability to present recommendations clearly and effectively to advisors and clients.
• Familiarity with SmartX, Black Diamond or comparable platforms (such as Orion or Envestnet), YCharts, and FactSet.
• Clear communication, strong analytical skills, attention to detail, and reliable follow-through.
• Curiosity, receptiveness to feedback, and the ability to learn and apply CAM’s investment approach in a collaborative environment.
• No professional designation is required. CFP (most relevant for early-career professionals), CPWA, CFA, or CIMA designation, or interest in pursuing one of these credentials, preferred.
• Experience supporting a UHNW advisory team, private bank, wirehouse, family office, Raymond James team, or RIA preferred.
• Exposure to concentrated positions, embedded gains, trust portfolios, alternatives, or investment analytics and proposal tools preferred.

Benefits

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance