SVP Portfolio Manager

VP – SVP Portfolio Manager

Seattle, WA

On-site

A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager* to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi asset class portfolios on behalf of high-net-worth individuals and families.

The ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives.

The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firmwide research initiatives, collaborate with client administrators, and support select business development efforts.

Key Responsibilities:

• Direct management of client investment portfolios

• Implementation of asset allocation and investment policy

• Macroeconomic, sector, and security-level research

• Active participation in investment committee meetings

• Client communication, reporting, and relationship support

• Contribution to growth through referral engagement and new business opportunities

Qualifications:

• Minimum 10 years of experience in portfolio management

• MBA and/or CFA designation required

• Demonstrated experience with high-net-worth clients and global asset allocation

• Strong analytical, communication, and client service skills This is an excellent opportunity for a relationship-driven investment professional seeking to make a long term impact within a values-based, collaborative, client-centric organization.

*Level is contingent upon experience of selected candidate.

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