The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization
Job Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.
Key duties include serving as the primary point of contact for clients, designing business strategies, managing operational risk, overseeing transfers and repurchases, and performing monthly invoice reconciliation.
The company offers a comprehensive benefits package including medical, dental, vision insurance, a 401(k) with employer match, and various employee assistance programs.
Matching Summary
The Sr Portfolio Manager is responsible for client relationship management, including servicing oversight, strategy implementation, facilitation of transactions, and overall profitability for the organization.