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Senior Client Portfolio Manager

bklnNew York, NY
On-site Full-time

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Experience Level

Senior

Qualifications

Qualifications- 3+ years of experience in asset management, wealth management, or investment consulting with direct client responsibility.- Strong command of equity markets, factor risk, and tax-aware investing.- Hands-on Python skills — you don’t need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers.- Ability to context-switch between technical deep dives and client-ready narratives.- Proven record of earning trust and credibility with clients.

About the job

About Us

At bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.

We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.

The Role

As a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:

- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.

- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.

- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.

- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.

- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.

What We're Looking For

- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.

- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.

- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.

- Strong ability to switch contexts between technical details and client-focused narratives.

- A proven track record of establishing trust and credibility with clients.

About bkln

bkln is at the forefront of redefining wealth management through innovative tax-advantaged SMAs that combine advanced quantitative research with personalized client service. Join us to be part of a dynamic team that is reshaping the financial landscape.

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