Investment Manager (IM), Private Client Business

Full Time
San Francisco, CA

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. The firm has been at the forefront of values-based, impact investing thought leadership and draws from decades of experience focused exclusively on sustainable and responsible investing. Trillium is an independently operated investment boutique wholly owned by Australian-based Perpetual Limited (ASX: PPT). The Private Client team is an investment advisory division within the firm managing over $2 billion in assets under management (as of 3/31/2024). Private Client is focused on delivering values-based, impact-oriented strategies across a variety of asset classes to very-high-net-worth individuals, institutions, and other charitable and non-profit organizations.

Job Purpose:                        

This individual will be part of a growing private client team and act as a trusted advisor to a portfolio of client relationships. There is no expectation for an Investment Manager to bring a book of business when transitioning to the firm. Investment Managers (IMs) are responsible for developing and maintaining client relationships, including developing financial plans and investment policy statements, as well as applying those decisions to portfolios and ensuring that clients’ servicing needs are met, both from a financial and impact perspective. All IMs also participate in business development. As a senior member of the Private Client team, IMs are critical in strategy development for the team as a whole, including team structure, services provided, and growth plans. All IMs are members of the Private Client Investment Team, which reviews and collaborates on internally managed strategies and also reviews and approves externally managed strategies for use in client portfolios.

Job Summary/Responsibilities and Authority:

  • Establish and maintain relationships with West Coast high-net-worth individuals, endowments/foundations, and non-profit clients, including coordinating periodic investment review meetings.
  • Develop and present investment management proposals to prospective clients.
  • Consult with clients to establish, implement, and maintain investment guidelines designed to accomplish client goals and objectives.
  • Manage client portfolios in accordance with their investment policy statement (IPS), and recommend revisions to IPS, as appropriate.
  • Oversee client portfolios including trade approval and cash flow management.
  • Communicate market outlook, investment results, and shareholder advocacy to clients.
  • Maintain a deep working knowledge of Trillium’s internally managed strategies and of externally managed strategies.
  • Actively participate in the evaluation of investment opportunities, both internally managed strategies and externally managed strategies, including but not limited to mutual funds, private funds, and community investments.
  • Represent Trillium at industry events to promote Trillium’s brand and solicit new business.
  • Assist in the creation of relevant material for clients and prospective clients, such as reports, articles, white papers, and other marketing materials.

Knowledge and Skills Required:

  • Strong public speaking, listening, and interpersonal skills.
  • Advanced understanding of public equity and fixed income portfolio construction, attribution, and characteristics.
  • Knowledge, fluency, and passion for values-based, impact investing.
  • Minimum 10 years of relevant experience in the financial services industry, preferably with several years interfacing with high-net worth clients and institutions.
  • Bachelor’s degree from an accredited college or university.
  • CFP®, CFA or CIMA charter-holder.
  • Proficiency in MS 365 (Word, Excel, PowerPoint, One Drive) & Adobe.
  • Organized with high attention to detail.
  • Tact and discretion handling sensitive information.
  • Desire and ability to travel.
  • Desire and ability to work in a small team environment.


Trillium Asset Management LLC provides a generous compensation package that includes 401(k), profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off and performance-based bonus program.

We will only consider applications with an attached professional resume and cover letter. **DO NOT CALL**

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Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
We will only consider applications with an attached professional resume and cover letter.
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