Client Portfolio Manager, Raymond James Investment Management
Raymond James
Berwyn, Pennsylvania, USA
Hybrid
Subject-matter expert on investment strategies
Articulate investment insights
Manage client inquiries and deliver insights
Raymond James is seeking a Client Portfolio Manager for its investment boutique, Chartwell Investment Partners, located in Berwyn, Pennsylvania. The role involves acting as a liaison between Chartwell and internal partners, utilizing extensive experience to influence client outcomes and support business development efforts
Job Summary
Leverages extensive experience and expertise to serve as a primary advocate for Chartwell Investment Partners, an investment boutique within Raymond James Investment Management.
Acts as a primary external contact for clients across all tiers, responding to inquiries and delivering timely, high-quality insights.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 85
Raymond James is seeking a Client Portfolio Manager for its investment boutique, Chartwell Investment Partners, located in Berwyn, Pennsylvania. The role involves acting as a liaison between Chartwell and internal partners, utilizing extensive experience to influence client outcomes and support business development efforts.
Skills & Requirements
Must-have
Subject-matter expert on investment strategies
Articulate investment insights
Manage client inquiries and deliver insights
Partner with distribution teams
Develop compelling product narratives
Knowledge of financial markets and products
Nice-to-have
High level of autonomy
Appreciable latitude for unreviewed decisions
Influence client outcomes
Support business development efforts
Work independently and collaboratively
Key Requirements
Minimum of seven (7) years of experience in financial services
Bachelor’s Degree (B.A.) in Finance or related field
Chartered Financial Analyst (CFA) preferable
Series 7 license (current or ability to obtain within three months)