Vaco by Highspring · 11 hours ago
Portfolio Manager
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$250K/yr - $300K/yr
12+ years expVaco by Highspring is a thriving investment advisory firm seeking a Portfolio Manager to serve as the lead advisor for a sophisticated client base. The role involves developing bespoke investment strategies, ensuring seamless execution through collaboration, and managing client relationships for retention and growth.
Staffing & Recruiting
Hiring Manager
Ciara Piazza
Responsibilities
Serve as the lead advisor for a sophisticated client base, guiding them through complex financial landscapes, risk tolerance assessments, and long-term planning
Develop and implement bespoke investment strategies leveraging firm-wide research, ensuring alignment with individual client time horizons and objectives
Act as a bridge between your clients and our internal research, trading, and compliance teams to ensure seamless execution and portfolio integrity
Manage and expand your existing book of business while proactively identifying new opportunities through your professional network
Deliver clear, consultative updates on performance, market shifts, and tactical strategy adjustments
Contribute to the firm's culture of excellence by supporting the development of junior advisory professionals and participating in firm-wide strategic initiatives
Qualification
Required
Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management
A proven track record of managing and successfully transitioning a book of business (AUM expectations are negotiable based on candidate profile)
Deep understanding of asset allocation, risk management, liquidity planning, and the broader macroeconomic environment
Exceptional interpersonal skills with the 'soft skills' required to build deep, lasting trust with sophisticated principals
Preferred
CFA, MBA, or CFP® designations are highly preferred
FINRA Series 65, Series 7, or equivalent licensing is a plus
Company
Vaco by Highspring
Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase