Portfolio Manager - Family Office

About Blue Trust:

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country. (as of 12/31/2025 and subject to change).

Position Overview: The Portfolio Manager, Family Office is responsible for constructing, implementing, and monitoring customized multi-asset portfolios for ultra-high-net-worth (UHNW) individuals and multi-generational families. This role partners closely with Family Office Advisors and teams to diagnose complex client needs, develop bespoke investment solutions, and ensure portfolios remain aligned with client objectives, values, and long-term family goals. The Portfolio Manager works in close coordination with the Investment Strategy Group (ISG), which is responsible for establishing asset allocation frameworks. The Portfolio Manager implements these asset allocation models while providing thoughtful input into their design and evolution based on client needs and market insights.