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Vice President Portfolio Jobs (NOW HIRING)

Whittier Trust

SVP-Portfolio Manager

Menlo Park, CA · On-site

$200K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

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Vice President Portfolio information

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$43.5K

$157.5K

$277.5K

How much do vice president portfolio jobs pay per year?

As of Aug 17, 2026, the average yearly pay for vice president portfolio in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a vice president portfolio?

To thrive as a Vice President Portfolio, you need expertise in portfolio management, financial analysis, and strategic planning, typically supported by an advanced degree in finance or business and significant leadership experience. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as CFA or CAIA is often essential. Exceptional communication, leadership, and decision-making skills help in managing teams and stakeholder relationships effectively. These skills ensure optimal portfolio performance, risk management, and alignment with organizational objectives.

What is the difference between Vice President Portfolio vs Portfolio Manager?

AspectVice President PortfolioPortfolio Manager
CredentialsTypically requires advanced degrees (MBA, CFA), extensive experience in finance or investmentRequires relevant finance certifications (CFA, CFP), experience in asset management
Work EnvironmentStrategic leadership, executive decision-making, corporate settingInvestment analysis, client interaction, asset management teams
Employer & IndustryFinancial institutions, investment firms, large corporationsAsset management firms, banks, investment companies

The Vice President Portfolio generally holds a senior leadership role focused on strategic oversight and decision-making at an organizational level, often managing teams and setting investment policies. In contrast, a Portfolio Manager is more involved in day-to-day investment decisions, managing specific client portfolios or funds. Both roles require strong financial credentials and industry experience, but their scope and responsibilities differ significantly.

What does a Vice President Portfolio do?

A Vice President Portfolio is a senior executive responsible for overseeing a collection of investments, projects, or business units within an organization. Their main role is to develop strategies to maximize the value and performance of the portfolio, align investments with organizational goals, and manage risks. They work closely with other executives, analyze market trends, and make key decisions about resource allocation. Additionally, they often lead cross-functional teams and report portfolio performance to top management or stakeholders.

How does a vice president portfolio typically collaborate with other departments to drive investment strategies?

A Vice President Portfolio often works closely with cross-functional teams, including finance, risk management, and operations, to develop and execute investment strategies that align with organizational goals. Regular collaboration with analysts and senior executives is essential to assess market trends, evaluate portfolio performance, and make data-driven decisions. This role requires strong communication and leadership skills to ensure alignment across departments, foster teamwork, and drive successful project outcomes.

What are the most commonly searched types of Portfolio jobs?

The most popular types of Portfolio jobs are:

Infographic showing various Vice President Portfolio job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $157,532 per year, or $75.7 per hour.

SVP-Portfolio Manager

Whittier Trust

Menlo Park, CA • On-site

$200K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
This position is also available in our San Francisco office.
POSITION SUMMARY
The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. The SVP, PM will communicate regularly with and make presentations to clients, prospects, and referral sources. The SVP, PM is also expected to significantly participate in and contribute to the firm's growth through business development and wider strategical efforts.
PRIMARY RESPONSIBILITIES
  • Manage portfolios to achieve client objectives
  • Make and implement investment decisions
  • Maintain asset allocations within client guidelines and department policies
  • Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
  • Meet with clients on a regular basis
  • Communicate with and make presentations to clients, prospects and referral sources
  • Participate in Business Development initiatives to achieve established goals for new revenues
  • Work with Client Administrators on shared accounts

DESIRED SKILLS/EXPERIENCE
  • Bachelor's degree from an accredited university
  • MBA from a good business school and CFA designation
  • 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
  • Strong investment research experience
  • Investment experience with alternative assets a plus
  • Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
  • Superior ability to identify and build relationships with qualified prospects

PERSONAL CHARACTERISTICS
  • Strong people skills
  • Client service focus
  • Effective verbal and written communication skills
  • High integrity with a diligent work ethic
  • Team/people oriented
  • Highly organized with good time management skills
  • Meticulous attention to detail
  • Valid driver's license and the ability to travel by airplane

COMPENSATIONA competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $200,000 - $300,000.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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