Location
remote
Job Type
Full-time
Posted
July 09, 2026
Job Description
Elevate client wealth management as a Senior Portfolio Manager with Seven Hills. Master discretionary investment portfolios while leading high-net-worth client relationships in a collaborative environment.
In this leadership role, you will manage discretionary portfolios for high-net-worth and family office clients. Expect to develop and implement risk-managed strategies, conduct portfolio reviews, and engage with various professionals for comprehensive solutions. Your impactful contribution will extend to our investment committee and mentorship of junior team members, fostering a values-driven culture.
Key Responsibilities:
• Lead client advisor and discretionary manager for high-net-worth clients
• Develop customized investment strategies to optimize allocations
• Conduct portfolio reviews, proactively communicating with clients
• Collaborate on wealth solutions with internal and external professionals
• Mentor junior members an...
In this leadership role, you will manage discretionary portfolios for high-net-worth and family office clients. Expect to develop and implement risk-managed strategies, conduct portfolio reviews, and engage with various professionals for comprehensive solutions. Your impactful contribution will extend to our investment committee and mentorship of junior team members, fostering a values-driven culture.
Key Responsibilities:
• Lead client advisor and discretionary manager for high-net-worth clients
• Develop customized investment strategies to optimize allocations
• Conduct portfolio reviews, proactively communicating with clients
• Collaborate on wealth solutions with internal and external professionals
• Mentor junior members an...
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