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Compensation:
- Competitive base salary commensurate with experience.
- Performance-based bonus tied to portfolio outcomes, client retention, and deliverable quality.
- Equity participation in FSM's family office practice as it scales.
Role Responsibilities:
- Serve as discretionary portfolio manager for assigned capital sleeves.
- Act as institutional framework builder ensuring advisor tracking and accountability.
- Produce investment rationale for every material position change.
Qualifications:
- CFA Charterholder in good standing with Series 65 license.
- 7+ years managing discretionary capital.
- Deep fluency in multi-asset portfolio construction and risk management.
FSM
FSM provides investment services to ultra-high-net-worth families, serving as an institutional framework builder for advisor oversight and discretionary portfolio management. The firm operates with a growing roster of client families and emphasizes performance-first, intellectually rigorous approaches.