Senior Client Portfolio Manager
Core
Bridge between investment team and advisor clients, translating complex strategies into actionable narratives and delivering customized portfolio solutions.
Role type
Senior Client Portfolio Manager
Builds
Custom portfolio proposals, investment content, and scalable advisor tools
Domain
Wealth management / AI-powered asset management
Required skills
Portfolio construction, asset allocation, direct indexing, tax-loss harvesting, factor investing, Python, SQL, financial advisor relationship management, investment proposal development, CRM and portfolio management tools proficiency, Bloomberg
Preferred skills
Cross-functional collaboration with engineering/product, white paper authorship, leading investment research from concept to launch
Responsibilities
Explain investment philosophy and platform capabilities to advisors, analyze portfolios for risk and tax efficiency, build custom portfolio proposals, create investment content and thought leadership, partner with Product/Engineering to scale solutions, share field insights to guide investment strategy
Seniority
Senior, hands-on IC