The Vice President, Portfolio Manager is responsible for managing client portfolios across various asset classes, conducting research, and driving business development efforts to meet client objectives and grow the firm's revenues.

Lead client advisory and business development for high-net-worth individuals and families. Provide trust and estate planning expertise, coordinate across tax, investment, operations, and legal teams, supervise client account processes, participate in investment meetings and reviews, and deliver high-touch client service while meeting new-business revenue goals.