Sr. Portfolio Manager, Private Asset Management
The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.

Key Responsibilities and Duties

Lead investment management for high-value client relationships with sophisticated needs.

Ensure operational accuracy, compliance, and high-touch client servicing.

Create and adjust asset allocation strategies to align with evolving client goals.

Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.

Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.

Contribute to team investment ph...