Alternatives Client Portfolio Manager (Alternative Investments)

Location: Boston, MA, United States. The role requires 50% travel within the U.S.; work arrangement details, including the proportion of onsite and remote work, will be discussed during the interview.

Salary: $200,000–$230,000 annually, based on experience, qualifications, and location. Additional incentive compensation and a discretionary bonus may apply.

Company

hirify.global is a relationship-oriented bank providing investment, wealth management, and banking solutions for clients.

What you will do

• Increase adoption of alternative investments and contribute to distribution strategy for private equity, private credit, hedge funds, real assets, and other alternative solutions.
• Represent the investment team with advisors, UHNW and institutional clients, prospects, consultants, and intermediaries.
• Explain investment strategies, portfolio positioning, market trends, and outlook in clear, actionable terms.
• Collaborate with advisors to align asset allocation and investment decisions with client goals and risk tolerances.
• Develop thought leadership, client-facing materials, educational content, and presentations for client channels and industry events.
• Partner with marketing, compliance, operations, and reporting teams to improve capabilities and ensure regulatory compliance.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• 10+ years of related experience in relationship management and/or investment roles.
• Strong understanding of financial markets, asset classes, investment techniques, and alternative investments.
• Exceptional verbal, written, interpersonal, and presentation skills.
• Ability to engage sophisticated clients and stakeholders, solve problems, and collaborate across teams.
• Legal eligibility to work at the specified U.S. location is required; a valid work or study permit may be required where applicable.

Nice to have

• CFA designation.
• Portfolio management experience.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and recognition programs.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), wellbeing support, and additional employee perks.
• Purpose Day, a paid day dedicated to personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulations, coding, or MS Office assessments.
• Accessible candidate accommodations are available upon request.