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Director of Client Portfolio Management

8/13/2025

Remote

Job Summary

A company is looking for a Director, Client Portfolio Management OCIO/Investment Solutions.

Key Responsibilities
  • Collaborate across the organization to drive strategic initiatives and business growth
  • Manage large and complex client relationships and advisory engagements
  • Lead a team of OCIO client portfolio managers serving various client types
Required Qualifications
  • Bachelor's Degree or equivalent
  • 8+ years of relevant experience in client portfolio management or related roles
  • Experience managing a client-facing team
  • Proven track record in cultivating strong client relationships and managing multi-asset solutions
  • Experience with liability-driven investments (LDI) and multi-manager portfolios

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