Apply on Employer Site

Capital Markets Advisors LLC · 15 hours ago

Senior Portfolio Manager

United States

Full-time

Remote

Senior Level

5+ years exp

Capital Markets Advisors LLC is a global leader in private wealth transformation, seeking a Senior Portfolio Manager to work with high-net-worth and ultra-high-net-worth clients. The role involves crafting custom investment strategies, building client relationships, and leading portfolio management efforts to ensure client success.

ConsultingFinancial ServicesRisk Management

Hiring Manager

Brett Evans

Responsibilities

Lead strategic investment and portfolio management for HNW/UHNW clients, delivering insights that give them a true competitive edge

Build and deepen client relationships—becoming the irreplaceable partner in their financial journey

Design and execute holistic wealth and portfolio frameworks, balancing innovation, risk management, and performance

Collaborate across a talented, values-driven team, sharing your knowledge while learning from the best

Remain at the forefront of industry standards, compliance, and technology—leveraging tools to deliver efficiency and excellence

Qualification

Investment managementWealth planningClient relationship managementMulti-asset strategyCommunication skillsIndependent workStrategic thinking

Required

Minimum 5 years' client-facing investment management experience (HNW/UHNW preferred)

Minimum 3 years' direct wealth planning experience

Licensed across all asset classes; proven expertise with multi-asset strategy

Relentless drive for impact, growth, and positive client outcomes

Exceptional communication and client engagement skills

Experience working independently in fast-paced, dynamic environments

Benefits

Attractive compensation and benefits packages designed to match your experience and ambition.

Company

Capital Markets Advisors LLC

CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department.

Founded in 2012

New York, New York, USA

51-200 employees