Portfolio Manager (Client Relationships)

Portfolio Manager (Client Relationships)$2B Investment Management Firm, Private WealthCompensation here is open and dependent on multiple factors. *Please see below for more details*This Firm has been around for almost a century, and is looking to grow. You will be tasked with building your own book of business, and you will be required to bring over clients from your current book of business as well. You will have full autonomy and not be micromanaged.This is an excellent opportunity for someone that has the ability to build real relationships, and is hungry to go out and land new HNW/UHNW worth clients.It is a non-negotiable requirement that you're able to bring over current client relationships. If you're unable to, please do not apply.*Base Salary can be a wide range 200-300K, but your Commission/Bonus can be structured and tailored to:1) Clients from your current book of business that you're bringing over (% of AUM)2) New clients you're able to bring in (% of AUM)*Note: Ultimately, if you're the right fit for this Firm, a calculated formula can be put together that encompasses Base Salary + Commissions.Role Overview:Our client is seeking a Client Relationship Portfolio Manager with 8+ years of experience advising high-net-worth or institutional clients and a proven ability to transition a book of business. This role centers on building deep, long-term relationships by understanding client goals, liquidity needs, cash flow requirements, and risk tolerance. Working closely with our internal research and investment teams, you will ensure portfolios are aligned with client objectives while delivering an exceptional advisory experience.Key Responsibilities:Serve as the primary advisor to clients, managing relationships and guiding them through liquidity, cash flow, and long-term planning needs.Develop tailored portfolio strategies that reflect client goals, time horizons, and risk profiles, leveraging firm-wide investment insights.Collaborate with internal research, trading, and compliance teams to ensure portfolios remain well-positioned and consistent with firm views.Proactively communicate with clients on performance, market developments, and strategy updates in a clear and consultative manner.Expand client relationships through your existing book of business and by identifying new opportunities within your network.Represent client interests within the firm, ensuring their needs shape portfolio construction and service delivery.Contribute to firm-wide initiatives and support the development of junior professionals.Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.Additional disclaimer:Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.Equal Opportunity NoticeHighspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries (\"we,\" \"our,\" or \"Vaco by Highspring\") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact .Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.Representation NoticeBy submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.Privacy NoticeVaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.Virginia residents may access our state specific policies here.Residents of all other states may access our policies here.Canadian residents may access our policies in English here and in French here.Residents of countries governed by GDPR and UK GDPR may access our policies here.Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.Pay Transparency NoticeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:· the individual's skill sets, experience and training;· licensure and certification requirements;· office location and other geographic considerations; and· other business and organizational needs.With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).