Client Portfolio Manager III (Wealth Management)

Location: Chicago, IL; onsite

Salary: $117,000–$158,000 annually, plus eligibility for an annual bonus.

Company

hirify.global Wealth Management provides investment, trust, and asset management services to high-net-worth individuals, business owners, institutions, and other private clients.

What you will do

• Meet with clients and internal partners to review objectives and implement portfolio strategies based on goals, risk tolerance, and time horizon.
• Construct, manage, monitor, rebalance, and maintain client investment portfolios.
• Explain the firm’s multi-asset strategies, asset allocation approach, investment process, and portfolio construction methodology.
• Use the order management system to execute transactions, produce performance reports, and maintain portfolio records.
• Participate in research, asset allocation, and manager review committees.
• Follow investment policy guidelines, approved securities lists, and compliance requirements while supporting client service and portfolio solutions.

Requirements

• Bachelor’s degree from an accredited college or university.
• CFP designation and/or 5+ years of portfolio management experience, plus 5+ years of industry experience.
• Experience serving high-net-worth and family office clients, including the use of alternative investments.
• Knowledge of domestic and global securities markets, investment approaches, themes, and investment products.
• Strong written, oral, analytical, organizational, and client-interfacing skills.
• Professional integrity, fiduciary responsibility, accountability, and the ability to manage multiple priorities.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) plans with company matching, plus an employee stock purchase plan.
• Parental leave, employee assistance, flexible spending, transportation, commuting, and banking benefits.
• Tuition reimbursement, family-friendly work hours, and opportunities for career growth.
• Inclusive workplace with a promote-from-within culture and community-focused banking network.