Our client is a multi-billion-dollar investment advisor. They are seeking a Portfolio Manager to join their team.

As a Portfolio Manager, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture. 

Client Relationship Management: 

• Develop a nuanced understanding of each clients goals, family dynamics, tax sensitivities and legacy planning needs to craft long-term, bespoke investment solutions. 
• Oversee portfolios with sensitivity to after-tax returns. 
• Proactively engage with clients through regular reviews, strategic updates, and high-touch, personal service.
• Coordinate with clients external advisors (estate attorneys, CPAs, insurance professionals) to ensure cohesive financial outcomes. 
• Serve as a trusted voice in family governance, philanthropy, and rising generation education when appropriate.

Investment Execution: 

• Drive the construction, implementation, and continuous oversight of customized portfolios aligned with clients objectives and risk tolerances with a strong focus on after-tax, after-fee outcomes. 
• Leverage firm-wide investment strategy, research, and manager selection capabilities to deliver high-conviction allocations across public and private markets. 
• Serve as an interpreter of markets and risk, translating complex ideas into actionable insights for clients.
• Maintain a disciplined approach to documentation, compliance, and risk oversight in accordance with OCIO and fiduciary best practices. 

Market Development and Leadership 

• Represent the firm in the Pittsburgh market building relationships with centers of influence, engaging in the community and identifying new opportunities. 
• Contribute to a collaborative, innovative culture of excellence by mentoring team members and sharing best practices. 
• Embrace technology and firm systems (CRM, portfolio tools, compliance) to ensure transparency, consistency, and scalability. 

Qualifications & Attributes 

• Bachelor's Degree in Finance, Accounting or Economics 
• Relevant advanced credentials or professional certification (e.g., CFA, CFP or MBA) 
• Minimum 8 + years of experience in family wealth management with direct client relationship responsibility
• Holds, or is prepared to obtain, Series 3 and Series 65 Experience serving as a discretionary advisor or fiduciary under an OCIO or similar model. 
• Comfortable guiding clients through complex planning issues tax, trust & estate, philanthropy, or liquidity events. 
• High emotional intelligence, executive presence, and ability to build trust with UHNW families and multi-generational stakeholders. 
• Entrepreneurial mindset with a desire to build a market and a practice, not just manage a book. 
• Ability to distill complex problems in understandable, actionable strategies and implement change 
• Well-developed investment knowledge of asset allocation and all asset classes with a strong investment solution orientation 
• Charisma and character that inspires clients, colleagues and the marketplace 
• High intellectual curiosity and attention to detail 
• Willingness to travel as needed 
• Excellent verbal and written communication skills