Senior Director, Portfolio Management Manager

About this job

This is a senior leadership role within the Chief Investment Office, reporting to the CIO, focused on turning the firm’s investment views into scalable portfolio solutions for advisors and clients. The role acts as the “implementation engine” of the CIO office, leading portfolio construction, model portfolios, investment execution, and solution design across the wealth platform. Core purpose Build and oversee the firm’s portfolio architecture Convert asset allocation views into practical investment solutions Support advisor success, client outcomes, and future platform growth Help modernize the investment platform from a traditional trust model toward a more scalable, advisor-centric and RIA-oriented model Key responsibilities Lead portfolio construction across objectives like growth,…

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• Leadership60% of postings
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