Harris Associates is seeking a dynamic and entrepreneurial Private Wealth Portfolio Manager to join its growing Private Wealth Management (PWM) team. This is a unique opportunity for a senior investment professional with a strong value-oriented foundation and a proven track record in business development to play a transformational role in shaping the future of the firm’s wealth management offering.
The ideal candidate will combine deep investment acumen with client relationship expertise and bring a growth mindset to both the client and business-building sides of the role. In addition to managing portfolios for high-net-worth clients, this individual will contribute to shaping sales strategy, help evolve internal culture toward more proactive engagement and play a key role in expanding the firm's wealth planning capabilities.
This is a high-impact role, well-suited for someone with experience at a firm that has successfully scaled its wealth business, and where client acquisition and retention have been driven strategically and through active engagement from investment professionals.
Job details are sourced from the employer's original posting.
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Harris is a leading provider of IT solutions and services for businesses.