Client Portfolio Manager (Wealth Management)

Location: Charlotte, NC office with a hybrid work schedule; candidates must be legally authorized to work in the US.

Base salary: $140,000–$155,000 per year, plus eligibility for variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, trust services, and consulting to financial advisors and their clients.

What you will do

• Conduct comprehensive portfolio reviews covering portfolio positioning, retirement income, tax management, cash management, and wealth planning recommendations.
• Communicate portfolio positioning, performance, market outlook, and investment guidance to high-net-worth advisors and clients.
• Develop market commentary, performance updates, trade rationales, portfolio review materials, presentations, and educational content.
• Translate investment views and portfolio changes into clear advisor- and client-facing communications.
• Partner with Private Wealth Consultants to manage the transition from portfolio implementation to ongoing investment relationship management.
• Collaborate with investment, research, wealth planning, product, marketing, and advisory teams to improve the Private Wealth offering and support new investment solutions.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management.
• Strong understanding of portfolio construction, capital markets, high-net-worth wealth management, retirement income, tax-aware investing, and alternatives.
• Exceptional written, verbal, analytical, organizational, and presentation skills.
• Executive presence and ability to communicate complex investment concepts clearly to clients, advisors, and senior leadership.
• Legal authorization to work in the US is required; visa sponsorship is not available.

Nice to have

• CFA®, CAIA®, MBA, or a similar professional designation.
• Direct experience working with high-net-worth clients and financial advisors.

Culture & Benefits

• Hybrid work schedule with flexible time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage through HDHP or PPO plans.
• HSA employer contribution for HDHP participants.
• Volunteer time off, career development, recognition programs, and fitness reimbursement.
• Culture centered on client success, integrity, respect, excellence, inclusion, and collaboration.