Portfolio Manager
Financial Planner Recruiting, LLCPittsburgh, PA, United States12 hours ago
Job type
- Full-time
Job descriptionDrive the construction, implementation, and continuous oversight of customized portfolios aligned with clients objectives and risk tolerances with a strong focus on after-tax, after-fee outcomes. Leverage firm-wide investment strategy, research, and manager selection capabilities to deliver high-conviction allocations across public and private markets. Serve as an interpreter of markets and risk, translating complex ideas into actionable insights for clients. Maintain a disciplined approach to documentation, compliance, and risk oversight in accordance with OCIO and fiduciary best practices. Represent the firm in the Pittsburgh market building relationships with centers of influence, engaging in the community and identifying new opportunities. Contribute to a collaborative, innovative culture of excellence by mentoring team members and sharing best practices. Embrace technology and firm systems (CRM, portfolio tools, compliance) to ensure transparency, consistency, and scalability. Bachelor's Degree in Finance, Accounting or Economics Relevant advanced credentials or professional certification (e.g., CFA, CFP or MBA) Minimum 8 + years of experience in family wealth management with direct client relationship responsibility Holds, or is prepared to obtain, Series 3 and Series 65 Experience serving as a discretionary advisor or fiduciary under an OCIO or similar model. Comfortable guiding clients through complex planning issues tax, trust & estate, philanthropy, or liquidity events. High emotional intelligence, executive presence, and ability to build trust with UHNW families and multi-generational stakeholders. Entrepreneurial mindset with a desire to build a market and a practice, not just manage a book. Ability to distill complex problems in understandable, actionable strategies and implement change Well-developed investment knowledge of asset allocation and all asset classes with a strong investment solution orientation Charisma and character that inspires clients, colleagues and the marketplace High intellectual curiosity and attention to detail Willingness to travel as needed Excellent verbal and written communication skills
Job Description :
Our client is a multi-billion-dollar investment advisor. They are seeking a Portfolio Manager to join their team.
As a Portfolio Manager, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture.
Client Relationship Management :
- Develop a nuanced understanding of each clients goals, family dynamics, tax sensitivities and legacy planning needs to craft long-term, bespoke investment solutions.
- Oversee portfolios with sensitivity to after-tax returns.
- Proactively engage with clients through regular reviews, strategic updates, and high-touch, personal service.
- Coordinate with clients external advisors (estate attorneys, CPAs, insurance professionals) to ensure cohesive financial outcomes.
- Serve as a trusted voice in family governance, philanthropy, and rising generation education when appropriate.
Investment Execution :
Market Development and Leadership
Qualifications & Attributes
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Portfolio Manager • Pittsburgh, PA, United States
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