# Portfolio Manager at MAI WEALTH MANAGEMENT, INC. in…

> Source: https://confidential.careers/job-detail/portfolio-manager-mai-wealth-management-inc-independence

# Portfolio Manager

MAI WEALTH MANAGEMENT, INC. 

** Independence, United States ** Full Time ** Operations Jobs ** United States ** New

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## Job Description

### Job Description

Job Description **GENERAL JOB DESCRIPTION**

The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.

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**DUTIES AND RESPONSIBILITIES**

- Frequent contact with clients through in person meetings, phone and written communication.
- Prepares and reviews client reports.
- Provides advice and strategies related to clients’ investment portfolios.
- Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
- Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
- Participates in business development process for prospective clients.
- May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
- Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
- Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
- Reviews private opportunities and conducts other ad-hoc research for clients.

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**EXPERIENCE/CREDENTIALS**

- 10+ years of experience in investment management field.
- Broad background in financial markets.
- Bachelor's degree in Finance or Economics preferred.
- MBA or CFA preferred.

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**COMPETENCIES**

- Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
- Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
- Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
- Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
- Understands the big picture while still demonstrates attention to detail.
- Strong oral and written communication skills.
- Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
- Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.

**FEATURED BENEFITS:**

- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement

Posted August 18, 2026