Portfolio Manager

A highly regarded boutique investment management firm serving ultra-high-net-worth clients just north of Boston is seeking an experienced Portfolio Manager to oversee relationships with individuals, families, and foundations. The firm is committed to delivering performance that exceeds benchmark expectations while advancing a more equitable and environmentally responsible world.

In this role, the Portfolio Manager will develop holistic financial strategies tailored to each client’s unique objectives. This hybrid position offers total compensation of up to $200,000, along with significant opportunities for long-term growth. Candidates with more than five years of experience advising private wealth clients and a strong belief in the value of impact investing are encouraged to apply.

Job Code: 18757