UHNW Trust & Portfolio Lead - Bespoke Alternatives
columbia banking systemPortland (ME)
UHNW Trust & Portfolio Lead - Bespoke Alternatives
Posted 2 days ago
columbia banking systemPortland (ME)
SENIORITY
Senior
About the role
Columbia Bank seeks an experienced Senior Portfolio Manager to lead UHNW client acquisition and tailor bespoke portfolios for family offices. You will be the lead advisor and relationship manager, delivering proactive reviews and strategic rebalancing within fiduciary guidelines.
Grow the firm’s UHNW footprint by leveraging networks, partners, and cross-functional teams in a trusted advisory role while ensuring regulatory compliance and thoughtful wealth planning.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.