Finance role
Portfolio Manager (wealth) Recruiters
No postings. No stacks of resumes. No chasing. You interview a short list.
Financial Headhunters: Hire a portfolio manager to execute trades and build investment plans for high net worth family accounts.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Private Client Portfolio Manager
- No upfront fee
- Pay only if you hire
- Accounting, finance, banking and insurance
- We reach people who aren’t on job boards
- Replacement terms on standard searches
01
What does this hire really come down to?
Your firm needs a manager to select assets and rebalance client accounts without relying on internal templates. Ask them to explain how they adjust a portfolio when a client changes their liquidity needs. We evaluate if they create their own tax-loss harvesting plans or if they wait for instructions from a central committee.
We look for candidates who handle multi-entity reporting for families instead of just managing one pool of assets. Ask them to describe a time they had to reconcile different tax lot bases across several accounts for a single client. If they cannot describe the mechanics of multi-entity reporting, they will struggle with your current systems.
We test if the candidate makes investment decisions based on a documented rationale. Ask why they chose a specific ETF or bond series and how they presented that choice to a non-expert client. We screen for managers who own their investment results rather than those who blame firm strategy for poor performance.
02
What do we check before you see anyone?
- 01We check their actual track record to see how they handled equity and fixed-income allocations during periods of market volatility.
- 02We quiz them on specific functions in software like Advent or Bloomberg to confirm they can pull reports without help from back-office staff.
- 03We ask for examples of how they contributed to an investment committee to see if they defended their own positions or just repeated existing firm models.
- 04We review their history of tax-loss harvesting to see if they understand how selling a security today impacts a client tax liability at the end of the year.
- 05We ask them to explain a recent portfolio shift to a client who does not understand finance to test their communication clarity.
- 06We verify their regulatory filings to see if there are any red flags regarding how they documented discretionary trades or disclosures.
03
Where do we find them?
We contact managers at boutique firms where they must oversee both the client relationship and the trading desk. These candidates often consider leaving when their firm reduces the independence of their investment strategy. We look for people who are restricted by bureaucratic oversight rather than those looking to escape a bad manager.
We identify professionals who currently oversee complex private accounts and want to focus more on portfolio math. They move when their current employer mandates that they spend half their time on business development. We target those who want to spend their work hours building custom portfolios rather than soliciting new business.
04
Which hiring mistakes should you watch for?
- 01Hiring a candidate who only knows how to select from a pre-set list of mutual funds results in a manager who cannot build a custom portfolio for a complex family office.
- 02Selecting a candidate from a massive firm who relies on an entire department to handle account compliance means they will be helpless when working in a leaner shop.
- 03Ignoring if a candidate knows your specific accounting system leads to months of training that keeps them from managing your clients during the first quarter.
05
The search in three steps
- 01We document your exact trading software and tax reporting requirements so we only contact candidates who already know those tools.
- 02We call potential candidates directly to ask about their specific investment logic and their openness to new work environments.
- 03We provide you with a summary of their recent trades and portfolio decisions so you can see if their style aligns with your firm strategy before you meet them.
How your Portfolio Manager (wealth) search runs
How does The Six-Step Search work?
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
Questions people ask
What is the realistic timeframe for receiving a shortlist?
We provide candidates only when we find people who match your technical needs. We do not set arbitrary deadlines.
How much support do you provide during the interview scheduling phase?
We manage the communication between you and the candidate to keep the interview process moving. We confirm that both sides have the materials they need before each discussion.
How do you coach candidates to resist counteroffers from their current employer?
We confirm their core reasons for wanting to leave their current firm early in our screening. By checking if their motivation is based on long-term autonomy, we minimize the chance of a counteroffer succeeding.
How do you keep candidate outreach anonymous? Explain how you handle initial contact without disclosing our branding.
We only mention your firm name to candidates who meet your criteria and have signed a confidentiality agreement. We get your approval on who we contact before we disclose any specific hiring information.
What are your payment terms for this search?
You only pay us when you hire a candidate we present. Our agreement outlines these terms clearly before we start any work.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your Portfolio Manager (wealth) job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Start a search
Tell us about the seat.
No upfront fee. You pay only if you hire.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
Not ready to start a search?
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What does the published pay data show?
$102,740 national annual median. SOC 13-2051: Financial and Investment Analysts.
BLS reports Portfolio Manager (wealth) within a broader occupation. It does not publish separate wages for this exact title, credentials, seniority or industry. Compare the listed SOC duties with your actual role before using this range.
Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025. Released 2026-05-15. This is not a separately measured salary for this exact title.
Read the full salary guide