Senior Portfolio Manager, Family Office

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Senior Portfolio Manager to join our investments team. We are looking for an experienced investment professional who is passionate about portfolio management, tax-efficient investing, and delivering thoughtful investment strategies that align with client objectives. The ideal candidate will build trusted, long-lasting relationships with clients while partnering across the company to deliver exceptional service and support continued growth.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

Trust Point also supports ongoing learning through employer-paid certifications and relevant education.

 

A DAY IN THE LIFE OF A SENIOR PORTFOLIO MANAGER

• Manage client portfolios by developing and implementing investment strategies aligned with client objectives, risk tolerance, Investment Policy Statements (IPS), and regulatory requirements
• Monitor portfolio performance, asset allocation, risk, and manager selection, while staying informed on macroeconomic trends, capital markets, and geopolitical developments.
• Build and maintain strong client relationships through proactive communication, portfolio reviews, and thoughtful investment guidance.
• Develop customized, tax-efficient portfolio solutions, including tax-loss harvesting, asset location, capital gains management, concentrated position strategies, and tax-efficient withdrawals.
• Collaborate with Relationship Managers, investment professionals, tax advisors, attorneys, and estate planning professionals to deliver comprehensive wealth and fiduciary solutions.
• Partner with the Investment Committee and broader investment team on asset allocation, portfolio strategy, investment recommendations, and market insights.
• Contribute to the development and enhancement of the firm's tax-efficient investing and tax diversification strategies, including evaluating external providers and solutions.
• Support business development and firm growth through RFPs, industry and community involvement, client education, and collaboration with sales, marketing, and internal teams

Requirements

• Bachelor's degree in finance, accounting, business or related field required; MBA or advance degree preferred
• Chartered Financial Analyst (CFA) preferred
• 10-20 Years of industry experience
• Proven experience in a senior leadership role focused on strategic relationship management within the financial services industry required
• Demonstrated experience managing complex, multi-asset class portfolios for clients within agreed parameters, restrictions and regulatory frameworks.

This position requires excellent communications and interpersonal skills which include relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.