Client Portfolio Manager

Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise with a personalized approach. We are committed to cultivating a high-performing cohesive team both from our corporate headquarters in Montpelier Vermont, and our regional office in Alpharetta, Georgia.

Opportunity to grow with an employee-owned, growing registered Investment Advisor (RIA), where your contributions have a direct impact on our continued success.

• Flat organizational structure that encourages cross-functional collaboration and offers hands‑on exposure to all areas of the business.
• Culture rooted in wellness
  , teamwork, and excellence, fostering both personal and professional growth, enterprising spirit is encouraged.
• Enthusiastic, client-focused team committed to continuous improvement and high standards of service.
• Ideal for professionals seeking challenges
  , growth, and meaningful impact in a dynamic investment environment.

As a Client Portfolio Manager, you will work closely with our Investment and Client Service teams focusing on managing advisor partner & client relationships, managing client portfolios, and generating new business via existing and new sales channels. This is not a remote position, and candidate is expected to work out of our Alpharetta, Georgia office.

• Business development, specifically creating new, actionable advisor partner relationships
• Develop investment/planning strategies to win business
• Frequent travel; at least monthly
• Relationship management with both advisor partners and direct clients
• Facilitating client service requests
• Special projects as needed
• A collaborative team player with a great sense of humor
• A propensity to follow through and ensure that tasks have been completed in a timely manner
• The ability to handle competing priorities with grace and composure
• A proclivity to serve advisor partners and clients
• 10+ years of investment management experience
• A bachelor’s degree from an accredited college or university
• A CFA or CFP designation (preferred)

• Prefers work to flow to you smoothly
• Does not enjoy traveling for work
• Struggles working with different or conflicting personalities
• Gets easily distracted
• Is uncomfortable sharing mistakes

• Competitive salary and benefits based on industry standards and professional experience
• Benefits include health insurance with 100% company‑covered premium and 401(k)

If you are interested in the position, please send a resume, cover letter, and salary requirements
. Maple Capital Management, Inc. is an Equal Opportunity Employer.