Client Portfolio Manager, Raymond James Investment Management

Chartwell Investment Partners

Berwyn, Pennsylvania, US
Hybrid
Subject-matter expert on investment strategies
Articulate investment insights
Support business development efforts
Chartwell Investment Partners is seeking a Client Portfolio Manager to act as a primary advocate for the firm, facilitating communication between internal stakeholders and clients. The role demands a strong background in finance, particularly in investment strategies, with responsibilities including client engagement, business development, and product positioning

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 (RJIM).
  • 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

Chartwell Investment Partners is seeking a Client Portfolio Manager to act as a primary advocate for the firm, facilitating communication between internal stakeholders and clients. The role demands a strong background in finance, particularly in investment strategies, with responsibilities including client engagement, business development, and product positioning.

Skills & Requirements

Must-have

  • Subject-matter expert on investment strategies
  • Articulate investment insights
  • Support business development efforts
  • Financial markets and products
  • Fixed income expertise

Nice-to-have

  • Leverage extensive experience and expertise
  • High level of autonomy
  • Appreciable latitude for unreviewed decisions
  • Partner with distribution teams
  • Maintain deep knowledge of competitors

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)

Work Rights

Not specified

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