Vice President, Director of Portfolio Management

The Company is seeking a Vice President, Director of Portfolio Management to help shape the strategic direction and growth of its wealth management function. The role contributes to investment philosophy, policies, asset allocation, and portfolio strategy; monitors markets and economic developments; and helps build scalable investment platforms and model portfolios. The Director manages client portfolios and relationships as a fiduciary, develops investment recommendations, and monitors portfolio performance. Responsibilities also include preparing client presentations and proposals, supporting business development and marketing, evaluating investment service providers, and developing team members. Candidates should bring strong investment and portfolio management expertise, sound market analysis and judgment, and the ability to manage equity and fixed-income portfolios against relevant benchmarks. The role requires experience advising clients in accordance with their goals, risk tolerance, governing instruments, fiduciary principles, and regulatory requirements. Strong communication and relationship-building skills are needed to present investment ideas, prepare proposals, and cultivate referral sources. The successful candidate will also demonstrate leadership in team development, performance management, and professional growth.