Posted 23 July, 2026
Portfolio Manager
LHH US
Richmond, VA, US
Full Time
Job Description
Job Description
LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility for managing sophisticated client portfolios while serving as a trusted advisor to ultra-high-net-worth families, foundations, endowments, and institutional investors. The individual will serve as a senior member of the investment team, overseeing portfolio construction, investment strategy, client relationships, and business development initiatives.
This individual will work closely with investment leadership, family office professionals, client service teams, and operations personnel to ensure exceptional client outcomes while supporting the continued growth of the Richmond office. The role offers significant visibility, autonomy, and the opportunity to play a key role in a highly respected independent wealth management firm advising on more than $37 billion in client assets.
This is a direct hire job that offers a salary between $200K - $300K (doe) plus bonus. Here are more details about this job:
RESPONSIBILITIES
Serve as the primary portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals
Design, implement, and monitor customized investment portfolios across public and private markets
Oversee portfolio performance, asset allocation, and risk exposures while recommending adjustments as market conditions evolve
Lead portfolio review meetings and serve as a primary investment contact for sophisticated clients
QUALIFICATIONS
Bachelor's degree in Finance, Economics, Business, or a related field required
MBA and/or CFA designation preferred
10+ years of investment management or financial services experience required
Demonstrated experience managing complex multi-asset investment portfolios
Strong expertise in portfolio construction, asset allocation, risk management, and investment strategy implementation
Experience evaluating traditional and alternative investments, including private equity, private credit, hedge funds, and real assets preferred
BENEFITS
Opportunity to join a highly respected independent registered investment advisor
Work with sophisticated ultra-high-net-worth and institutional clients
Exposure to diverse asset classes across public and private markets
Significant visibility and influence within the organization
Collaborative and growth-oriented investment culture
Opportunity to contribute directly to client relationships and business development efforts
Leadership opportunities and mentorship responsibilities
Competitive compensation package including bonus opportunity
Long-term career growth with a nationally recognized wealth management firm
If you are interested in this role, send your resume to [email protected] or visit www.LHH.com to see all of our openings.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to LHH Candidate Privacy Information Statement
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Pay Details: $200,000.00 to $300,000.00 per year
Search managed by: Amy Schwister
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
This individual will work closely with investment leadership, family office professionals, client service teams, and operations personnel to ensure exceptional client outcomes while supporting the continued growth of the Richmond office. The role offers significant visibility, autonomy, and the opportunity to play a key role in a highly respected independent wealth management firm advising on more than $37 billion in client assets.
This is a direct hire job that offers a salary between $200K - $300K (doe) plus bonus. Here are more details about this job:
RESPONSIBILITIES
Serve as the primary portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals
Design, implement, and monitor customized investment portfolios across public and private markets
Oversee portfolio performance, asset allocation, and risk exposures while recommending adjustments as market conditions evolve
Lead portfolio review meetings and serve as a primary investment contact for sophisticated clients
QUALIFICATIONS
Bachelor's degree in Finance, Economics, Business, or a related field required
MBA and/or CFA designation preferred
10+ years of investment management or financial services experience required
Demonstrated experience managing complex multi-asset investment portfolios
Strong expertise in portfolio construction, asset allocation, risk management, and investment strategy implementation
Experience evaluating traditional and alternative investments, including private equity, private credit, hedge funds, and real assets preferred
BENEFITS
Opportunity to join a highly respected independent registered investment advisor
Work with sophisticated ultra-high-net-worth and institutional clients
Exposure to diverse asset classes across public and private markets
Significant visibility and influence within the organization
Collaborative and growth-oriented investment culture
Opportunity to contribute directly to client relationships and business development efforts
Leadership opportunities and mentorship responsibilities
Competitive compensation package including bonus opportunity
Long-term career growth with a nationally recognized wealth management firm
If you are interested in this role, send your resume to [email protected] or visit www.LHH.com to see all of our openings.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to LHH Candidate Privacy Information Statement
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Pay Details: $200,000.00 to $300,000.00 per year
Search managed by: Amy Schwister
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
