Business Development Lead and Portfolio Manager

Position: Business Development Lead and Portfolio ManagerLocation: Cleveland, OHAbout Our ClientFounded in 1975, our client is a highly successful, independent equity and fixed-income investment advisory firm managing over $550 million in assets. Their clients include high-net-worth individuals and institutions such as financial advisors, wealth managers, corporations, non-profits, trade associations, and community foundations.Their investment philosophy centers on disciplined research, long-term perspective, and a strong commitment to transparency and exceptional client service. Operating with fewer than ten employees, the firm provides a collaborative, collegial work environment that values creativity, independence, accountability, and professional growth. This is a place where independent thinkers thrive under high expectations.OpportunityOur client is seeking a self-starting, seasoned investment professional with strong business development capabilities and a passion for client success. This role is ideal for someone eager to manage investment portfolios, cultivate new relationships, deepen existing ones, and contribute innovative ideas that support the firm’s continued growth and evolution.The ideal candidate brings a proven track record of investment success, interest in individual stock selection, and the ability to confidently and enthusiastically engage with clients and prospects. This position offers significant autonomy within a close-knit, high-performance team.ResponsibilitiesSource new clients, identify opportunities, and influence prospective clients through proactive, relationship-driven business development.Lead all aspects of portfolio management, including construction, asset allocation, and risk management.Serve as a trusted advisor and build long-term client relationships based on care, diligence, ethical judgment, and reliable communication.Conduct ongoing research on current and potential investments; apply creative and analytical thinking to evaluate holdings and identify new opportunities.Actively participate in weekly portfolio discussions—present investment ideas, challenge assumptions, and contribute thoughtful analysis.Identify opportunities to develop new investment products or strategies aligned with the firm’s philosophy and growth initiatives.Collaborate closely with a small, cohesive team while demonstrating initiative, flexibility, and ownership of responsibilities.QualificationsDemonstrated success in sourcing new clients or a strong interest in business development and prospecting.Relevant experience in investment or portfolio management with a record of independent decision-making and accountability.Proven ability to build, strengthen, and retain long-term client relationships.Experience in stock selection, fundamental research, and portfolio construction.Self-starter with a high degree of initiative, thriving in a hands-off, high-expectation environment.Bachelor’s degree required; advanced degree or professional designation (e.g., CFP) preferred.Pay & BenefitsBase Salary: $100,000 (commensurate with experience)Bonus: Significant bonus potential based on performance and business development successBenefits Include:Company-paid medicalGenerous company-funded profit-sharing plan401(k)Four weeks PTOContinuing education and training support

Salary : $100,000