Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

Location: Atlanta, Georgia, United States; hybrid workplace model with at least four full days per week in an hirify.global office and expected travel of 25–50%.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Represent the investment team and communicate portfolio positioning, performance attribution, holdings rationale, portfolio activity, risk attributes, and investment views.
• Develop wealth-channel opportunities by educating wholesalers, RIAs, ETF sales teams, broker-dealers, internal sales teams, prospects, and platform gatekeepers.
• Create and update marketing briefs, sales presentations, DDQs, RFPs, and due diligence materials.
• Develop research, presentations, and investment insights for third-party evaluators, media channels, conferences, and public relations opportunities.
• Monitor market, industry, distribution-channel, and competitive trends, and articulate product differentiation.
• Support client engagement, business growth, retention, and communication of existing and potential investment strategies.

Requirements

• 10+ years of investment-related client-facing experience, preferably covering U.S. investment-grade or high-yield strategies.
• Experience with investment platform research analysts, third-party research analysts, financial advisors, home offices, retirement plan gatekeepers, and distribution teams.
• Deep knowledge of portfolio construction, risk drivers, market dynamics, and product-specific nuances.
• Strong written and verbal communication, analytical ability, collaboration skills, business acumen, and attention to detail.
• Technical proficiency with Bloomberg, Microsoft Office, Aladdin, Morningstar, and other software; comfort using AI tools to improve productivity.
• Undergraduate degree required; Series 7 and Series 63 required. MBA, CFA, or direct money management experience preferred.

Nice to have

• MBA or CFA qualification.
• Direct money management experience.
• Experience with active ETFs, mutual fund share classes, and separately managed accounts.

Culture & Benefits

• Hybrid work schedule under the current workplace policy.
• Flexible paid time off and parental leave benefits.
• 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
• Health and wellbeing benefits.
• Employee stock purchase plan.