JOB REQUIREMENTS: Job Description Overview JOB PURPOSE The Wealth Portfolio Manager - Family Office is responsible for the construction, oversight, management and execution of the investment portfolios for complex ultra-high net worth multi-family relationships as assigned. This person is also responsible for clearly communicating portfolio performance and achievement of stated objectives with clients and their advisors. This person will deliver a high degree of business professionalism that will enhance the families\' experience, positively impact client retention and potential new business efforts. This person is expected to work in deep collaboration with the family team including the Chief Investment Officer, Director of Wealth Strategy, and the JKM Family Office. Key Responsibilities Manage family investment portfolios, in coordination with the CIO, within the scope of the total relationship and individual investment objectives/guidelines. Comprehensive analysis and functional understanding of how family accounts interrelate and how Investment Policy Statements work within various account types. Understand the purpose of each family entity and work collaboratively with the family team to craft cash flow strategies that allow purposeful investment strategies. Deliver a distinctive client experience that leverages our unique value proposition through providing investment management and cash flow analysis within the context of the total portfolio. Understand, monitor, recommend, and construct appropriate investment strategy to meet the client\'s long-term financial goals and objectives. Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Utilize portfolio risk management methods to ensure adequate risk/reward balance in client portfolios. Understand the investment strategies constructed internally, the products available to clients and the research resources available to portfolio manager in order to successfully execute investment strategies on behalf of clients. Job Requirements - Education, Knowledge and Skills Bachelor\'s Degree and 10+ years of experience directly working in the investment field. A combination of appropriate education and experience will be considered. Understanding of fiduciary role and mechanics of managing trust portfolios. Proven knowledge of investment management and financial planning. Industry specific professional certifications or advanced degree highly desired; CFA, CAIA, MBA, MSF Understanding and strong working knowledge of MS Office products; ability to effectively use Bank and Wealth Operating Systems. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/65A7A095A80C472B