SVP, Portfolio Manager & Florida Market Leader

Company

Our client is a prominent, privately held wealth management and multi-family office firm providing exceptional client service and highly customized investment solutions for high-net-worth and ultra-high-net-worth individuals and their families. The firm’s professionals deliver a broad array of services including investment management, fiduciary, philanthropic, and family office services, employing a consulting approach to tailor solutions for complex family situations. The organization is flat, nimble, and attuned to the needs of both today’s entrepreneurs and legacy family members several generations removed from the original wealth creators. Its culture is one of client focus, collaboration, performance and accountability, and long-term career satisfaction, with notably low employee turnover. The firm is now establishing its first office in Florida — an exciting new chapter of growth and a rare, highly visible opportunity to help shape, build, and ultimately lead a new office with the full backing of a well-established, multi-billion-dollar firm.

Position

The primary responsibility of the SVP, Market Leader is to manage client portfolios consisting of equities, fixed income, cash, and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry, and company research. The Market Leader will communicate regularly with and make presentations to clients, prospects, and referral sources.

Because this is the firm’s first hire in a new market, the Market Leader will also play a leading role in the firm’s growth through business development — networking with centers of influence, building the firm’s brand locally, and winning new client relationships alongside an established senior colleague already sourcing business in the region. This is an entrepreneurial, ground-floor opportunity to build an office and a market presence, with significant visibility to firm leadership and a clear path to expanded leadership over time.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Responsibilities

• Manage portfolios to achieve client objectives
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• Analyze economic, asset class, sector, or company fundamentals as a member of smaller working teams
• Lead or assist in internally managed strategies and asset allocation
• Participate in weekly and monthly investment meetings and communicate regularly with others in the investment department
• Meet with clients on a regular basis
• Communicate with and make presentations to clients, prospects, and referral sources
• Participate in business development initiatives to achieve established goals for new revenues
• Represent the firm in the local market, building relationships with centers of influence and helping establish and grow the firm’s new Florida presence
• Work with client administrators on shared accounts

Qualifications

• Bachelor’s degree from an accredited four-year university
• MBA and/or CFA designation
• 10 years of portfolio management experience overseeing diversified global portfolios of equities, bonds, and cash
• Strong communication, client relationship, and business development skills, as well as an entrepreneurial spirit
• Strong investment research experience
• Investment experience with alternative assets a plus
• Superior ability to identify and build relationships with qualified prospects

Personal Skills & Attributes

• Strong people skills with a client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team- and people-oriented
• Entrepreneurial, self-directed, and motivated to build
• Highly organized with good time management skills and meticulous attention to detail
• Valid driver’s license and the ability to travel by airplane