Senior Portfolio Manager

About the Opportunity

A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team in Seattle, WA.

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 Portfolio Manager is a key part of the Seattle office with management and mentorship of junior team members. There are opportunities to be in a client-facing role working alongside Client Advisors in Seattle and 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.

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 15 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.

About Company

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.