Portfolio Manager Job at Financial Recruiters International, Chicago, IL

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  • Financial Recruiters International
  • Chicago, IL

Job Description

Portfolio Manager opportunity with a premier client. This role is open due to continued AUM growth, offering high visibility, stability, and significant long-term upside.

Locations: Chicago, IN, WI, TN

We are seeking an experienced PM (6-10 years) who enjoys working with HNW clients and wants to focus on portfolio strategy and client outcomes—without direct sales goals.

Role Highlights:

  • Manage portfolios for HNW individuals with full investment discretion
  • Focus on ~75% client retention/relationship management and ~25% new business, partnering with the sales team (Wealth Advisors, Trust Officers, and other relationship managers)
  • Advisors acquire business; PMs are brought in to close and deliver
  • Work for a deeply established firm whose sole mission is to serve its clients

Ideal Background:

  • 6+ years of portfolio management and investment decision-making expertise
  • CFA, CFP, CPA, or advanced degree (MBA/JD) preferred
  • Strong expertise in portfolio construction and financial markets with HNW clients

We’re expediting the process and beginning interviews now. 📞 314-949-2007 📅

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