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Client Portfolio Manager
Job Location:
Job Location:
Detroit, MI - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
20 August 2026 (25 days ago)
Posted:
Application Deadline:
24 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services oversee the preparation of trades rebalancing and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a clients portfolio aligns with their investment objectives risk tolerance and firm guidelines.
In this role you will:
In this role you will:
- Perform client portfolio management duties as assigned including rebalancing cash management allocation changes and performance reporting.
- Manage the activities and execution of the investment functions for a variety of clients.
- Develop portfolio allocation recommendations and oversee delivery of those recommendations.
- Develop and monitor custom portfolio strategies.
- Communicate with clients ( meetings phone calls etc.) on an as needed basis regarding portfolio strategies performance and the market environment.
- Provide top-level investment concierge services to existing clients.
- Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
- Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.
Experience/Education Requirements:
- Bachelors Degree in finance or related field required.
- Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
- Four (4) years of experience in the UHNW space preferred.
- CFA charterholder CFP professional CAIA or another approved advanced credential required.
- Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ChFC PFS CFA CIC Series 65 or Series 66).
Required Experience:
Manager
About Company
Elevate your wealth strategy with Waldron's personalized financial planning and investment advice.
