Investment Manager (IM), Private Client Business

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 6/30/2025).  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:                         

The individual selected for this role 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; the successful candidate will partner with senior members of the team to support their existing client base and prospecting efforts.  Working in a collaborative setting, 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.  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 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:

Our ideal candidate is an experienced investment professional who combines technical expertise with strong interpersonal and communication skills. They bring a foundational understanding of portfolio construction and sustainable and responsible investing, along with a proven ability to navigate complex client relationships. Comfortable in a fast-paced, dynamic environment, they are highly organized, detail-oriented, and adaptable, with a commitment to excellence, continuous learning, and collaborative work within a small team setting.

We are looking for candidates with:

• Strong public speaking, listening, and interpersonal skills. 
• Understanding of public equity and fixed income portfolio construction, attribution, and characteristics.
• Demonstrated interest in values-integrated, impact investing.
• Minimum 5 years of relevant experience in the financial services industry, preferably with several years interfacing with high-net worth clients and institutions in advisory and/or client service roles.
• Bachelor’s degree from an accredited college or university.
• Advanced training, education, or certifications related to wealth planning, investment management, and/or investment consulting preferred (ex: MS Finance, CFP®, CFA®, CIMA®).
• Proficiency in MS 365 (Word, Excel, PowerPoint, One Drive, SharePoint) & Adobe. Experience with SS&C Advent, Black Diamond, and Eze a plus.
• Ability to organize multiple priorities and projects while maintaining a high attention to detail.
• Ability to thrive in a dynamic environment where evolving client needs may require intraday workload reprioritization.
• Tact and discretion handling sensitive information.
• Desire and ability to travel.
• Desire and ability to work in a small team environment.

We believe that diversity of backgrounds, experiences, and perspectives makes us stronger. If you’re passionate about the role but don’t meet every single qualification, we still encourage you to apply. Your unique voice and lived experience could be exactly what we need to grow and evolve as a team.  

Compensation:

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.