Works with complex High Net Worth Investors to create customized investment strategies, understanding strategic investment objectives, spending policy needs and unique client/prospect goals
Job Summary
Works with complex High Net Worth Investors to create customized investment strategies, understanding strategic investment objectives, spending policy needs and unique client/prospect goals.
The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
Works with complex High Net Worth Investors to create customized investment strategies, understanding strategic investment objectives, spending policy needs and unique client/prospect goals.