This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients including assisting in preparing and presenting proposals to clients, reconciling account assets, maintaining and reviewing contracts, evaluating financial products and services and makes recommendations based on analyses. The ideal candidate will have extensive impact/mission related investing expertise and be able to operate in an autonomous and entrepreneurial environment maintaining a sales and client-centered focus.
Senior Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of ultra-high net worth individuals and families, as well as, institutional clients. S/he must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.