What are the responsibilities and job description for the Senior Portfolio Manager position at The Well Recruiting Solutions?
We’re hiring a Senior Portfolio Manager!
Full Time • Private Wealth Management / Family Office • Salary: $130k–$200k Bonus Potential Ownership
Join a collaborative investment team where you’ll help shape portfolio strategy, manage multi-asset portfolios, and serve on the Investment Committee. This role includes direct client engagement, research, and mentoring junior team members.
Ideal Candidate:
- CFA or CFA Level II candidate
- 3–5 years of experience in asset allocation & portfolio construction (private wealth or RIA)
- Individual equity experience preferred
- Bachelor’s degree required
- Travel: 0–10%
If you're passionate about stewardship, client service, and thoughtful portfolio construction, we’d love to connect.
Salary : $130,000 - $200,000
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