Senior Client Portfolio Manager

We are building the next generation of tax-advantaged separately managed accounts (SMAs), a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We are looking for an investment athlete who can sit at the intersection of clients, quants, and code, fluent in markets, comfortable in Python, and credible in front of sophisticated allocators. As a Senior Client Portfolio Manager (CPM), you will translate quantitative insights into client outcomes and answers, and act as a high-visibility role trusted to engage clients, interpret portfolio data, run Python analyses, collaborate with research and engineering, and proactively monitor accounts.

Responsibilities

Engage directly with clients/advisors as an ambassador of the SMA platform; Interpret portfolio data (exposures, tax trades, drift, risk) and explain it in a way clients can act on; Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards); Collaborate with research and engineering teams to translate client needs into features and workflow improvements; Proactively monitor accounts for opportunities such as tax-loss harvesting, transitions, customization, and compliance with restrictions; Partner with portfolio managers, engineers, and customer success representatives to customize portfolios, explain performance and risk, and help scale the platform

Requirements

3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility; Strong command of equity markets, factor risk, and tax-aware investing; Hands-on Python skills (slice data, run analyses, speak the same language as quants and developers); Ability to context-switch between technical deep dives and client-ready narratives; Proven record of earning trust with sophisticated clients/advisors

Nice to have

CFA charterholder, or equivalent advanced credential

Benefits

Impact: help define the future of tax-aware SMAs; Exposure: work alongside leading investment, quant, and fintech professionals; Growth: rapid career trajectory in a high-visibility, high-growth business; Culture: entrepreneurial, collaborative, and relentlessly client-focused