Sr Trust Portfolio Manager

Location: Portland, Oregon, United States

Salary: $120,000–$215,000 per year, with potential performance-based incentive compensation.

Company

hirify.global is a banking organization providing financial and wealth management services.

What you will do

• Lead acquisition and retention of ultra-high-net-worth individuals and family offices through strategic initiatives, networks, partnerships, and business development.
• Design and manage customized portfolios for complex client needs, including multi-generational wealth planning and traditional and alternative investments.
• Serve as lead advisor and relationship manager, conducting discovery, portfolio reviews, performance reporting, and strategic rebalancing.
• Advise on fiduciary trust structures, estate planning, wealth transfer strategies, governance frameworks, and fiduciary responsibilities.
• Source, evaluate, and conduct due diligence on private equity, venture capital, hedge funds, and real asset opportunities.
• Contribute to UHNW strategy and investment platform development while mentoring junior advisors and portfolio managers.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• At least 7 years of industry experience.
• Thorough understanding of accounting literature, regulations, practice, and theory, with the ability to apply this knowledge to daily activities.
• Strong knowledge of security markets, investment research, asset allocation, and individual equity or fixed-income strategies.
• Organizational, project management, communication, teamwork, and intermediate Microsoft Office skills.
• Ability to meet employment bonding requirements and comply with applicable banking regulations and policies.

Nice to have

• MBA, CFA, CFP, or CTFA certification.
• Experience with family office best practices and alternative investments.

Culture & Benefits

• Full-time employment with competitive total rewards and comprehensive benefits.
• Medical, dental, and vision coverage, 401(k) with employer match, life and disability insurance, and an employee assistance program.
• Tuition assistance, mental health resources, legal support, identity theft protection, and insurance discounts.
• Paid vacation, sick days, volunteer days, and holidays; benefit eligibility begins the first day of the month following hire for associates scheduled at least 30 hours weekly.
• Commitment to equal opportunity, affirmative action, diversity, and workplace accommodations.