Portfolio Manager – Financial Services

About the Opportunity

We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. The position emphasizes operational excellence, risk management, and high-quality client outcomes.

Responsibilities

• Implement investment models within client portfolios based on guidance from Wealth Managers
• Assess existing client portfolios and recommend appropriate investment models and transition plans
• Prepare and maintain Investment Policy Statements (IPS)
• Coordinate with internal portfolio management colleagues for strategy updates
• Evaluate portfolio positioning and initiate necessary actions
• Ensure accurate and timely implementation of model updates
• Review and provide trade approvals
• Collaborate with the Portfolio Management team for day-to-day operations

About You

The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset. You should have the ability to manage complex workflows and operate effectively in a highly collaborative environment.

Eligibility

Bachelor’s degree in finance, economics, business, or related field. Minimum of six years of experience in investment management or financial services. Prior RIA firm experience and team leadership experience are desirable.

Benefits

• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

About Company

Aspiriant is an independent, 100% employee-owned wealth management firm that values diversity, inclusion, and belonging. We are committed to providing equal opportunities without regard to various factors.