Job Description

Level: Experienced
Position Type: Full TimeEducation
Level: 4 Year Degree
Salary Range: $160,000.00 - $180,000.00 Salary
Travel Percentage: Up to 25%
Job Shift: Day
Job Category: Portfolio ManagementEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion in AUM as of December 31st, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Senior Portfolio Manager will work closely with the Portfolio Management, Portfolio Strategy and Family Office Services teams to deliver tailored investment solutions on behalf of ultra-high net worth and family office clients. They will oversee trading activities, asset allocation, and portfolio performance monitoring, ensuring adherence to compliance and regulatory standards. This role requires strong client service skills, financial acumen, and the ability to lead within a fast-paced environment. The Senior Portfolio Manager will also contribute to investment strategies, collaborate on financial planning, and represent the firm's core values: Integrity, Entrepreneurial Spirit, Excellence, and Community.
- Oversee and manage client investment accounts for ultra-high net worth and family office clients, partnering with the Director of Portfolio Management and Family Office Services team to design, implement, and maintain customized portfolio strategies, including asset allocation, rebalancing, and trade execution through the firm’s order management system.
- Monitor portfolio risk exposures, concentration limits, and liquidity profiles, proactively identifying and addressing risks to ensure portfolios remain aligned with client objectives and firm investment guidelines.
- Generate, analyze, and interpret portfolio performance reports, providing actionable insights on results, risks, and market conditions to financial advisors, clients, and internal stakeholders.
- Partner with the Compliance team to ensure trading activity, documentation, and portfolio management practices adhere to all regulatory requirements and internal policies, serving as a point of escalation for complex compliance matters.
- Work with financial advisors and members of the Family Office Services team to develop and evaluate customized investment proposals and recommendations, ensuring alignment with client objectives and broader wealth planning strategies.
- Maintain deep awareness of market trends, economic conditions, and investment opportunities, proactively adjusting portfolio strategies to enhance returns, manage risk, and support client long-term objectives.
- Contribute to the ongoing refinement of portfolio management processes, investment guidelines, and best practices to support scalability and consistency across Family Office Services clients.
- Serve as a subject matter expert and mentor to junior portfolio management staff, providing guidance on portfolio construction, trading, and client service best practices.

Qualifications
- Undergraduate degree required, preferably in Business, Finance, Economics, or a related field.
- CFA designation required
- Minimum of 7 years of experience in the investment management field, with a focus on portfolio management, securities trading, and financial planning.
- Strong proficiency in portfolio management software (e.g., Tamarac) and financial platforms such as Schwab and Fidelity. Advanced Excel skills, and familiarity with programming or data analysis tools, are a plus.
- In-depth knowledge of financial markets, asset classes, portfolio construction, and investment strategies, with a strong interest in wealth management and financial planning.
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and effectively to clients and stakeholders.
- Strong interpersonal skills and a demonstrated ability to work effectively within a team. Experience leading and mentoring junior staff is preferred.
- High degree of accuracy, organizational skills, and attention to detail, with the ability to manage multiple tasks and deadlines in a high-pressure environment.
- Ability to work autonomously, make informed decisions, and exercise discretion without direct supervision.
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
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EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.