About this role
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.