Senior Portfolio Advisor II

Senior Portfolio Advisor II

The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market. This role combines primary portfolio management responsibilities with client advisory, and investment leadership, ensuring alignment with investment standards, risk management practices, and strategic objectives. A Senior Portfolio Advisor is very active with regards to new business generation within the context of team selling.

What You’ll Do

• Investment Management & Client Advisory (Senior Portfolio Advisor)

• Manage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.

• Using a Goals Based approach, develop, recommend, and direct the execution of programs designed to achieve bespoke investment objectives for specific individual clients.

• Analyze and plan overall investment strategy, with continuous revision as goals and objectives change, working closely and proactively with the broader client service team to identify and execute on areas of opportunity.

• Maintain an integral and influential presence with clients, co-trustees, consultants, internal partners, and external advisors to ensure communication of client requirements and coordination of portfolio activity.

• Deliver proactive, advice-driven client service, communicating complex investment concepts and portfolio strategies clearly and effectively.

• Business Development & Market Contribution

• Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.

• Represent the firm i