Senior Portfolio Manager- Lancaster, PA

ISC’S INVESTMENT RECRUITING TEAM is partnering with a prominent wealth management advisory firm in the Pennsylvania market. The Firm has been successful serving their clients through high-touch relationship management, strong financial position, community commitment and educational resources. The Firm has an exciting opportunity for a Senior Portfolio Manager to join their team. This role provides tremendous long- term growth, excellent support and resources with the opportunity for uncapped potential.

We’re looking for a strong Senior Portfolio Manager to lead the Wealth Management department and further the firm’s investment strategy to better serve clients while ensuring alignment with internal stakeholders. This is a highly visible role offering strategic leadership opportunity and upward mobility.

Senior Portfolio Manager Responsibilities:

  • Continuously monitors and enhances the firm’s investment process including investment policy and risk management
  • Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients
  • Serve as primary investment contact for clients, with a focus on providing transparency on investment philosophy, process, strategy and performance
  • Prepare for investment portfolio reviews as well as any monthly or quarterly reports for clients as needed
  • Maintain an in-depth understanding of market conditions, trends and the overall economic outlook; providing thought leadership and investment expertise to the organization
  • Conduct product due diligence, meeting with external vendors as appropriate
  • Work with compliance department on trading records, procedures, and reports
  • Engage appropriate consulting and gate keeper communities to provide investment transparency and to build organizational awareness
  • Collaborate with Leadership on new initiatives for retail and institutional products
  • Serve as Chair of the Investment Committee and present portfolio analytics


Senior Portfolio Manager Requirements:

  • Minimum of a Bachelor’s degree in Finance or Accounting.
  • Minimum five (5) years’ experience in Retail or Institutional portfolio management
  • Certified Financial Analyst (CFA) or Certified Financial Planner (CFP) designation is preferred


Click here to apply ONLINE

How to Apply:


Referrals – Do you know someone who may be a fit?

  • We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Portfolio Managers and ideally candidates that are not looking – who’s name comes to mind?