Client Portfolio Manager (Fintech)

TL;DR

Client Portfolio Manager (Fintech): Acting as the primary interface between investment teams and wealth channel stakeholders to communicate portfolio strategy, performance, and market insights. Focus on building relationships with platform gatekeepers, developing marketing collateral, and driving sales strategy for multi-sector investment products.

Location: Must be based in Atlanta, Georgia (Hybrid: 4 days per week in-office required).

Company

hirify.global is a leading independent global investment firm dedicated to rethinking possibilities and delivering diverse investment strategies to clients worldwide.

What you will do

• Serve as the primary link between portfolio management teams and client-facing resources.
• Educate investment platform gatekeepers, RIAs, and sales teams on multi-sector and high-yield strategies.
• Develop and refine marketing materials, including sales presentations, RFPs, and due diligence briefs.
• Monitor market trends and competitor activity to differentiate product offerings.
• Present at industry conferences, roundtables, and media opportunities.
• Collaborate with internal teams to execute effective sales strategies and drive client engagement.

Requirements

• 10+ years of investment-related client-facing experience, preferably in U.S. investment grade or high yield strategies.
• Series 7 and 63 licenses required.
• Deep expertise in portfolio construction, risk drivers, and market dynamics.
• Strong proficiency with Bloomberg, Aladdin, Morningstar, and Microsoft Office.
• Ability to travel 25-50% of the time.
• Undergraduate degree in business or a related discipline.

Nice to have

• MBA or CFA designation.
• Direct money management experience.
• Experience adopting AI tools to enhance productivity.

Culture & Benefits

• Comprehensive health and wellbeing benefits.
• 401(k) matching up to 6% with discretionary supplemental contributions.
• Flexible paid time off and parental leave.
• Employee stock purchase plan.
• Collaborative environment focused on professional growth and development.