Portfolio Manager
Core
Manage balanced and alternative investment portfolios for high-net-worth individuals, families, and trusts while serving as a primary relationship manager and business development lead.
Role type
Senior IC Portfolio Manager (Private Client)
Builds
Client-specific investment strategies, portfolio allocations, and new business relationships
Domain
Wealth Management / Private Client Investing
Required skills
Portfolio management, asset allocation, alternative investment strategies, tax planning, client relationship management, business development, strategic advisory
Preferred skills
CFA or MBA, strong network in Dallas, experience with Qualified Purchasers
Technologies
N/A
Responsibilities
Manage liquidity needs and traditional equity/fixed income portfolios for individual and trust clients; serve as primary relationship manager coordinating with client service teams; develop investment strategies in coordination with the Investment Strategy team; cultivate new client relationships and referral sources; contribute to prospect presentations and marketing materials; coordinate meetings for prospective clients and their advisors.
Seniority
Senior, hands-on IC