Portfolio Manager

LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility for managing sophisticated client portfolios while serving as a trusted advisor to ultra-high-net-worth families, foundations, endowments, and institutional investors. The individual will serve as a senior member of the investment team, overseeing portfolio construction, investment strategy, client relationships, and business development initiatives.

This individual will work closely with investment leadership, family office professionals, client service teams, and operations personnel to ensure exceptional client outcomes while supporting the continued growth of the Richmond office. The role offers significant visibility, autonomy, and the opportunity to play a key role in a highly respected independent wealth management firm advising on more than $37 billion in client assets.

This is a direct hire job that offers a salary between $200K - $300K (doe) plus bonus. Here are more details about this job:

RESPONSIBILITIES

Serve as the primary portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals

Design, implement, and monitor customized investment portfolios across public and private markets

Oversee portfolio performance, asset allocation, and risk exposures while recommending adjustments as market conditions evolve

Lead portfolio review meetings and serve as a primary investment contact for sophisticated clients

QUALIFICATIONS

Bachelor's degree in Finance, Economics, Business, or a related field required

MBA and/or CFA designation preferred

10+ years of investment management or financial services experience required

Demonstrated experience managing complex multi-asset investment portfolios

Strong expertise in portfolio construction, asset allocation, risk management, and investment strategy implementation

Experience evaluating traditional and alternative investments, including private equity, private credit, hedge funds, and real assets preferred

BENEFITS

Opportunity to join a highly respected independent registered investment advisor

Work with sophisticated ultra-high-net-worth and institutional clients

Exposure to diverse asset classes across public and private markets

Significant visibility and influence within the organization

Collaborative and growth-oriented investment culture

Opportunity to contribute directly to client relationships and business development efforts

Leadership opportunities and mentorship responsibilities

Competitive compensation package including bonus opportunity

Long-term career growth with a nationally recognized wealth management firm

If you are interested in this role, send your resume to amy.schwister@LHH.com or visit www.LHH.com to see all of our openings.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to LHH Candidate Privacy Information Statement

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers

San Francisco Fair Chance Ordinance

Pay Details: $200,000.00 to $300,000.00 per year

Search managed by: Amy Schwister

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.