Portfolio Manager

Portfolio Manager opportunity with a premier client. This role is open due to continued AUM growth, offering high visibility, stability, and significant long-term upside. Locations: Chicago, IN, WI, TNWe are seeking an experienced PM (6-10 years) who enjoys working with HNW clients and wants to focus on portfolio strategy and client outcomes-without direct sales goals.Role Highlights:Manage portfolios for HNW individuals with full investment discretionFocus on ~75% client retention/relationship management and ~25% new business, partnering with the sales team (Wealth Advisors, Trust Officers, and other relationship managers)Advisors acquire business; PMs are brought in to close and deliverWork for a deeply established firm whose sole mission is to serve its clientsIdeal Background:6+ years of portfolio management and investment decision-making expertiseCFA, CFP, CPA, or advanced degree (MBA/JD) preferredStrong expertise in portfolio construction and financial markets with HNW clientsWe're expediting the process and beginning interviews now.314-949-2007https://calendly.com/christie-recruiter007