Wealth Portfolio Manager

About the Opportunity

The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a Wealth Advisor. This role manages moderately complex client relationships with increasing independence and accountability, emphasizing investment strategy development, disciplined portfolio construction, proactive client engagement, and integration with broader financial planning. The Portfolio Manager ensures client objectives are met through structured discovery, ongoing oversight, and coordinated execution across internal partners.

Responsibilities

• Partner with the Wealth Advisor to lead client discovery and identify investment goals
• Deliver a client-centric experience aligned with the JFG Way
• Support business development objectives through proactive service
• Collaborate with internal teams to deliver integrated solutions
• Develop and maintain customized investment strategies
• Adhere to regulatory requirements and internal policies

Eligibility

Education & Credentials:

• Bachelor’s Degree and minimum 4–6 years of experience in wealth management or investment advisory
• Series 65/66 or IA equivalent
• Professional certifications such as CFA®, CFP®, CTFA®, ChFC® encouraged

Experience:

• Demonstrated ability to manage client relationships autonomously
• Experience in portfolio construction and investment strategy
• Proven collaboration with internal partners

Core Competencies:

• Strong understanding of investment principles and risk management
• Excellent communication skills
• High professionalism and attention to detail

Benefits

Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.