This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $185,000.00/yr - $230,000.00/yr Overview We are conducting a search on behalf of our client, a private wealth management firm, for a Portfolio Manager Director . This individual will lead a team of portfolio managers, oversee equity selection and portfolio construction, and work directly with high-net-worth and ultra-high-net-worth clients. This is a long-term leadership opportunity with significant growth potential. Candidates must hold the CFA designation. Key Responsibilities Manage and mentor a team of portfolio managers Oversee the firm’s investment process, including security selection and asset allocation Lead equity research and stock selection in line with client objectives Collaborate with client advisors to deliver customized portfolio solutions Maintain and develop relationships with HNW and UHNW clients Ensure portfolios are aligned with client goals, risk tolerance, and firm strategy Participate in investment committee discussions and decision-making Oversee portfolio reviews, rebalancing, and performance reporting Requirements 10+ years of experience in portfolio management or investment leadership Experience managing teams and client relationships Strong background in equity research and security selection Direct experience working with HNW/UHNW clients Proven ability to operate in a collaborative, client-focused environment Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at JCW by 2x Sign in to set job alerts for “Investment Director” roles. Senior Director, Alternatives and New Origination Stamford, CT $240,000.00-$260,000.00 1 week ago Head of Private Credit and Alternative Investments Norwalk, CT $147,000.00-$160,000.00 3 days ago Stamford, CT $252,000.00-$378,000.00 1 week ago Stamford, CT $140,000.00-$160,000.00 1 week ago Senior Regional Director - Private Equity Senior Regional Director - Private Equity Director of Financial Leadership (50-100% position) Wilton Center, CT $140,000.00-$160,000.00 1 week ago Stamford, CT $110,000.00-$130,000.00 1 week ago Stamford, CT $186,000.00-$275,000.00 6 days ago Director, Business Development, Private Equity Senior Managing Director, New Business Treaty Production, Reinsurance Solutions Norwalk, CT $250,000.00-$350,000.00 4 days ago Product Management Director - Mutual Funds Managing Director, Marketing Data and Analytics Senior Managing Director, Media Relations and Crisis Communications (M4) Fairfield, CT $127,500.00-$174,800.00 1 day ago Stamford, CT $80,000.00-$85,000.00 4 days ago Managing Director, Marketing Performance, Technology, & Analytics (M3) Fairfield, CT $107,950.00-$147,250.00 16 hours ago Managing Director, Strategic Communications (M3) Fairfield, CT $107,950.00-$147,250.00 7 hours ago Assistant Director for Scholarships and Grants Tax Managing Director, Alternative Investments Stamford, CT $170,000.00-$335,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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