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Wealth Management Portfolio Manager

Strategic Portfolio & Wealth Advisory Leader

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: BBR Partners
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in Chicago seeks a VP of Portfolio and Wealth Advisory to oversee client portfolio management and monitoring. The ideal candidate will bring a minimum of 5 years of experience working with high-net-worth clients, demonstrating expertise in portfolio management, tax efficiency, and trust planning.

This role offers competitive compensation, benefits including company-subsidized insurance and a hybrid work environment, fostering a collaborative and inclusive culture.
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