Description
About Maple Capital
Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise with a personalized approach. We are committed to cultivating a high-performing team that thrives in a vibrant, health-conscious, and outdoors-oriented environment—right here in Montpelier, Vermont.
Why Join Maple Capital
Opportunity to grow with an employee-owned, fast-rising Registered Investment Advisor (RIA), where your contributions directly fuel our continued success.
-Flat organizational structure that encourages cross-functional collaboration and offers hands-on exposure to all areas of the business.
-Culture rooted in wellness, teamwork, and excellence, fostering both personal and professional growth, enterprising spirit is encouraged.
-Enthusiastic, client-focused team committed to continuous improvement and high standards of service.
-Ideal for professionals seeking challenges, growth, and meaningful impact in a dynamic investment environment.
Job description
Client Portfolio Manager
Position Description
As a Client Portfolio Manager, you will work closely with our Investment and Client Service teams focusing on managing advisor partner & client relationships, managing client portfolios, and generating new business via existing and new sales channels. This is not a remote position, and candidate is expected to work in our Atlanta, GA office.
Duties and Responsibilities:
The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties, including:
- Business development, specifically creating new, actionable advisor partners relationships
- The ability to help develop investment strategies to win business
- frequent travel; at least monthly
- managing the day-to-day existing portfolios
- facilitating client service requests
- Special projects as needed
Our next Client Portfolio Manager is/has:
-A collaborative team player with a great sense of humor
-A propensity to follow through and ensure that tasks have been completed in a timely manner
-The ability to handle competing priorities with grace and composure
-A proclivity to serve advisor partners and clients
-Strong investment presentation skills
-10+ years of investment management experience
-A bachelor’s degree from an accredited college or university
-A CFA or CFP designation (preferred)
In this position you are NOT someone who:
-Prefers work to flow to you smoothly
-Does not enjoy traveling for work
-Struggles working with different or conflicting personalities
-Gets easily distracted
-Is uncomfortable sharing mistakes
What is in it for you:
-Pay/benefits are competitive based on industry standards
-Competitive salary will be based on experience
-Benefits include health insurance with 100% company-covered premium and 401(k)
If interested in the position, please send resume, cover letter and salary requirements. Maple Capital Management, Inc. is an Equal Opportunity Employer.
Requirements
-Strong investment presentation skills
-10+ years of investment management experience
-A bachelor’s degree from an accredited college or university
-A CFA or CFP designation (preferred)
- This is not a remote position, you must be commutable distance from our Alpharetta, GA office.
