Univest Financial Corporation

Client Portfolio Manager

Location US-PA-King of Prussia
Posted Date 1 month ago(5/20/2021 8:09 AM)
Job ID
# Positions
GIRARD - Other


Girard 2018


Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 145 year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.


We are looking for a Client Portfolio Manager to join our growing team.





  • Responsible for communicating the firm’s investment strategy, process, profile, and results to sophisticated high net worth and institutional clients, consultants, and prospects as a resource to the relationship alongside a primary relationship manager.
  • Work with the investment research team to understand positioning related to all asset classes under coverage (equities, fixed income, real estate alternatives, etc.)
  • Develop and enhance presentations alongside relationship manager team(s) to present investment strategy and results to external parties and internal business partners, for existing clients, consultants and prospects.
  • Creates insightful and timely thought leadership pieces such as papers, presentations, and other media for specific strategies.
  • Assist in developing firm-wide views on the subject matter, as well as leading formal recommendations on asset allocation and portfolio positioning for clients and prospects.
  • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.
  • Perform additional duties as required.


  • Experience working as a relationship manager or client portfolio manager with high net worth, institutional, consulting clients and prospects.
  • Experience in the lead development of an investment strategy and a strong understanding of various approaches to accomplish the numerous objectives of a client portfolio.
  • Excellent written and verbal communication skills are a core component of this position.
  • Roles at this level typically require a university or college degree.
  • Industry relevant experience is typically 8+ years. Specific certifications are desirable such as a CFA, CFP, or similar designation. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.


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