Client Portfolio Manager, Raymond James Investment Management
Raymond James Investment Management
Berwyn, PA, US
Remote
Subject-matter expert on investment strategies
Primary advocate for investment boutique
Liaison between investment boutique and internal partners
Leverages extensive experience and expertise to serve as a primary advocate for Chartwell Investment Partners, an investment boutique within Raymond James Investment Management (RJIM)
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 key liaison between Chartwell and internal partners across RJIM, functioning as a subject-matter expert on Chartwell’s investment strategies, process, market views, and portfolio positioning.
The Client Portfolio Manager plays a central role in articulating investment insights, influencing client outcomes, and supporting business development efforts.
Matching 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).
Skills & Requirements
Must-have
Subject-matter expert on investment strategies
Primary advocate for investment boutique
Liaison between investment boutique and internal partners
Articulate investment insights
Support business development efforts
Deep knowledge of competitors and peer strategies
Nice-to-have
Influence client outcomes
Participate in strategic initiatives
Work independently with autonomy
Balance conflicting resource demands
Key Requirements
Minimum of seven (7) years of experience in financial services
Bachelor’s Degree (B.A.) in Finance or related field