• Perform all functions of a Portfolio Manager in the investment of client accounts. This includes: review of investment objectives, asset allocation, preparation of material for client or prospective client meetings; active participation in research and strategy meetings.
  • Cultivate and develop new client relationships and meet company new business objectives.
  • Evaluate and identify opportunities to contribute to the success of the firm.
  • Responsibilities and critical requirements for this position include demonstrated experience and knowledge of financial planning, investments, and client relationship management.
  • Knowledge of performance metrics including quantitative skills and related presentation ability.
  • Ability to operate autonomously, high degree of individual initiative and ability to work with others.
  • Manage all aspects of the client relationship and portfolio on an ongoing basis to maximize client retention and growth of assets under management.
  • Interest and participation in community boards and non-profit organizations.
  • Professional demeanor and broad array of interests professionally and personally.


The Portfolio Manager will have the following minimum qualifications:

  • Five+ years applicable work experience
  • College degree
  • CFA and/or CFP desired but not required
  • Technological proficiency (efficient in MS Office)
  • Excellent verbal and written communication skills
  • Effective presentation skills
  • Analytical skills


FLSA Status: Exempt

Reports to Director of Wealth Management Services                         March 2016



Highly competitive salary  ·  Profit sharing & 401k plans  ·  Bonus payments  ·  Company paid employee health insurance  ·  Paid time off  ·  Tuition reimbursement programs  ·  Paid covered parking  ·  Short and long term disability insurance  ·  Professional office setting in downtown Portland location


A cover letter and resume are both required in order to be considered for this position.

Email your cover letter and resume here>>>