Client Portfolio Manager

Overview

We are currently seeking a full-time Client Portfolio Manager to join our Client & Product Solutions team. As a Client Portfolio Manager (CPM), you will serve as a key investment liaison across RPIA’s client base, supporting engagement across institutional, retail, and private wealth channels. This role is designed to act as a scalable extension of the investment team – enhancing the consistency and quality of client communication while reducing the time senior Portfolio Managers spend in client-facing activities. The CPM will partner closely with Portfolio Managers and the sales team to clearly articulate portfolio strategy, positioning, and market insights, ensuring alignment and consistency of messaging across all client segments. While highly technical and client-facing, this role does not carry portfolio management or discretionary investment responsibility. The CPM will support client coverage across all channels and ensure clear, consistent communication ...