Client Portfolio Manager (Wealth Management)

Location: Boston, Massachusetts or Springfield, Massachusetts

Salary: $128,000–$168,000 per year

Company

hirify.global is a purpose-driven financial services organization focused on long-term impact, wealth management, and investment solutions.

What you will do

• Construct customized investment portfolios based on client objectives, market conditions, and economic trends.
• Monitor and manage portfolios to maintain alignment with investor goals and market outlook.
• Work with advisors to understand and implement the needs of high-net-worth clients.
• Support prospect and client meetings by presenting economic, market, and portfolio information.
• Research client investment management needs and develop solutions with the broader investment organization.
• Help improve efficiency, scale, and best practices across the wealth management organization.

Requirements

• Bachelor’s degree.
• 5+ years of wealth management or client portfolio management experience.
• Series 66 and Series 7 licenses at application or within 180 days.
• Exceptional analytical, problem-solving, and communication skills.

Nice to have

• CFA designation or progress toward becoming a CFA Charterholder.

Culture & Benefits

• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment that welcomes diverse perspectives and debate.
• Access to learning, development, and internal professional networks.
• Employee-led communities and forums supporting connection, learning, and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.