Want to know if this job is worth applying to?
Charlotte, North Carolina, United States
Hybrid
Not Available
The Job/What You'll Do:
This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams. This is a highly visible role where you'll help shape portfolio strategy, develop investment thought leadership, and influence the future of AssetMark's Private Wealth offering. If you're passionate about investing, enjoy building relationships, and want to make a meaningful impact from day one, we'd love to meet you.
The Client Portfolio Manager (CPM) delivers an exceptional investment experience for AssetMark's Private Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ongoing client engagement.
Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals.
The CPM also develops investment commentary, portfolio review content, and advisor-facing collateral that support AssetMark's investment strategies, portfolio enhancements, and new product launches.
This is a full-time position in our Charlotte, NC office with a hybrid work schedule.
Responsibilities:
Portfolio Oversight & Reviews:
Investment Communications & Thought Leadership:
Private Wealth Leadership:
Knowledge, Skills & Abilities:
Education & Experience:
Compensation: The Base Salary range for this position is between $150,000-$180,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-CR1
#LI-hybrid
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
