Senior Director, Portfolio Management Manager

This is a senior leadership role within the Chief Investment Office, reporting to the CIO, focused on turning the firm’s investment views into scalable portfolio solutions for advisors and clients. The role acts as the “implementation engine” of the CIO office, leading portfolio construction, model portfolios, investment execution, and solution design across the wealth platform.
Core purpose
Build and oversee the firm’s portfolio architecture
Convert asset allocation views into practical investment solutions
Support advisor success, client outcomes, and future platform growth
Help modernize the investment platform from a traditional trust model toward a more scalable, advisor-centric and RIA-oriented model
Key responsibilities
Lead portfolio construction across objectives like growth, income, tax-aware, ESG, alternatives, retirement, and high-net-worth custom solutions
Develop scalable investment solutions such as model portfolios, UMAs, multi-manager portfolios, concentrated stock strategies, and goals-based frameworks
Ensure portfolios meet fiduciary, regulatory, and OCC trust standards
Partner with advisors, fiduciary, risk, compliance, legal, product, operations, and technology
Build and lead a high-performing portfolio construction team
Improve advisor adoption of CIO solutions and refine offerings based on field feedback
Ideal candidate
The firm wants a highly experienced investment leader with:
15+ years in investment or wealth management
Deep portfolio construction and asset allocation expertise
Strong knowledge of fiduciary portfolio management in an OCC-regulated trust environment
Experience serving high-net-worth and ultra-high-net-worth clients
Strong advisor partnership and executive communication skills