Senior Client Portfolio Manager

Job Description

Job Description

About Us

We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale.

We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — people who are fluent in markets, comfortable in Python, and credible in front of sophisticated allocators.

The Role

As a Senior Client Portfolio Manager (CPM), you’ll translate quantitative insights into client outcomes and answers. You’ll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role where you’ll be trusted to :

• Engage directly with clients / advisors as an ambassador of the SMA platform.
• Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on.
• Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards).
• Collaborate with research and engineering teams to translate client needs into features and workflow improvements.
• Proactively monitor accounts for opportunities : tax-loss harvesting, transitions, customization, compliance with restrictions.

What We're Looking For

Why Join

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.