Director of Portfolio Management | Madison, WI

ERG Finance Opportunities, Wealth Management Opportunities

Director of Portfolio Management | Madison, WI


The job description featured below is just a small snapshot of this role! We’d love the opportunity to tell you more about this client’s culture, strong industry reputation, and exciting growth plans for this position and the company over the next few years – so give us a call today to discuss at 920.996.9700!


Primary Duties & Responsibilities:

  • Oversee and manage a team of portfolio managers and analysts to execute investment strategies.
  • Develop, implement, and monitor investment policies and guidelines that align with the risk/return profile of clients.
  • Analyze market conditions, portfolio performance, and investment risk.
  • Work closely with wealth advisors to deliver comprehensive wealth management solutions to clients.
  • Review and approve investment decisions of portfolio management teams.
  • Monitor and assess investment performance and make necessary portfolio adjustments.
  • Establish strong relationships with clients, providing them with regular portfolio performance updates and answering their investment-related inquiries.
  • Ensure compliance with regulatory requirements in all portfolio management activities.
  • Participate in business development activities such as client presentations, proposal development, and new product development.
  • Provide mentoring and coaching to develop a high-performing portfolio management team.

Necessary Skills & Qualifications:

  • Bachelor’s degree in Finance, Economics, or a related field. Advanced degrees (MBA, MFin) and certifications (CFA, CFP) are strongly preferred.
  • Minimum of 10 years of experience in financial services or wealth management, with at least 5 years in a leadership role within portfolio management.
  • Deep understanding of financial markets, investment strategies, and risk management.
  • Strong analytical skills with the ability to make informed, data-driven investment decisions.
  • Excellent leadership and team management skills.
  • Superior communication and interpersonal skills, with a strong emphasis on client relationship management.
  • Proficiency with financial analysis software and investment platforms.
  • High level of integrity and professional ethics.
  • Ability to effectively handle stressful situations and high-pressure environments.
  • Demonstrated success in managing and directing a portfolio management team.

The Director of Portfolio Management plays a critical role in managing client investments and portfolios, providing comprehensive financial advisory services to this company’s clients. This role involves leading the development and implementation of investment strategies, overseeing portfolio management teams, and playing a crucial role in client relationship management. The ideal candidate should be a seasoned financial professional with a robust understanding of portfolio management, strong leadership skills, and a commitment to maintaining excellent client relationships.

This individual needs to be a strategic leader who combines investment expertise with exceptional leadership skills to deliver superior investment results for this company’s clients. This role requires a commitment to client service, a high level of financial acumen, and a strong capacity for team leadership.


Connect with Us

ERG Recruitment Team
Email: [email protected]
Phone: 920.996.9700


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