Lead Portfolio Manager (Asset Management)

TL;DR

Lead Portfolio Manager (Asset Management): Designing and developing comprehensive investment management solutions for RIA clients with an accent on portfolio construction, asset allocation, and commercial growth. Focus on leading custom model design from pitch to launch and leveraging AI to scale portfolio management strategies.

Location: New York, NY, United States

Salary: $125,000 – $290,000

Company

One of the world’s leading investment managers with more than $2 trillion in assets under supervision.

What you will do

• Design customized multi-asset portfolio solutions and asset allocations for RIA clients across various product wrappers (ETF, MF, SMAs, alts).
• Lead the end-to-end process of custom model portfolios from initial pitch through launch and delivery.
• Serve as the primary portfolio expert for clients, providing timely market updates, performance insights, and attribution analysis.
• Collaborate with research, sales, and marketing teams to create thought leadership, CIO notes, and high-quality portfolio collateral.
• Represent the custom models platform at industry events and RIA conferences to drive adoption and partnership.

Requirements

• Bachelor’s degree; CFA or MBA strongly preferred.
• 8 to 12+ years of relevant experience in Asset Management and Models.
• Series 7 and Series 63 licenses required (will be sponsored by the firm if not already completed).
• Proven experience crafting model portfolio marketing narratives for a retail financial advisor audience.
• Proficiency in Bloomberg, FactSet, Morningstar Direct, Excel, and PowerPoint.
• Must be based in New York, NY.

Nice to have

• Experience leveraging AI to build scale into portfolio management strategy.

Culture & Benefits

• Competitive base salary with eligibility for discretionary annual bonuses.
• Comprehensive corporate wellness and benefits offerings for full-time US employees.
• Opportunity to work in a high-growth, high-visibility area within a premier global financial institution.
• Collaborative environment spanning investments, marketing, sales, and technology.