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Portfolio Manager Wealth Management

UHNW Investment Leader - Fiduciary Advisory & Markets

Job in Waltham, Middlesex County, Massachusetts, 02254, USA
Listing for: Ballentine Partners, LLC
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
An independent multi-family office seeks an experienced investment lead to manage UHNW client relationships and oversee portfolio strategy. Candidates should have over 12 years in investment management, strong analytical skills, and the ability to communicate complex topics clearly.

This role offers the opportunity to inherit existing client relationships and influence firm strategy, while working in a supportive team environment focused on high-quality client opportunities.
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