Financial Advisor/Client Portfolio Manager

About the Opportunity

Senior Financial Advisory/Client Portfolio Manager

Location: New York, NY

Salary: $250,000-300,000 +

Responsibilities

• Strategic Advisory: Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.
• Bespoke Portfolio Construction: Develop and implement tailored investment strategies that leverage firm-wide research while remaining aligned with individual client risk tolerances and time horizons.
• Internal Collaboration: Act as the bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity.
• Growth & Relationship Management: Manage and expand your existing book of business while proactively identifying new opportunities through your professional network and our firm's sterling reputation.
• High-Touch Communication: Deliver clear, consultative updates on portfolio performance, macroeconomic shifts, and tactical strategy adjustments.
• Firm Leadership: Contribute to strategic firm-wide initiatives and mentor junior advisory professionals to foster a culture of excellence.

About You

Candidate Profile

• Tenure: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management.
• Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).
• Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework.
• Communication Mastery: The intellectual and social "soft skills" required to maintain deep, multi-generational trust with principals and family offices.
• Credentials: CFA, MBA, or CFP® preferred; Series 7/65 licensing is a plus.

Benefits

Not specified in the description.

About Company

We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory.

We are seeking a Senior Financial Advisor to serve as a primary steward for high-net-worth and institutional capital. This is a strategic appointment for a seasoned professional (12+ years) who possesses the technical depth to manage complex portfolios and the entrepreneurial drive to transition and scale a significant book of business within a high-conviction investment ecosystem.