Senior Portfolio Strategy Leader - Wealth Management
Clearstead
Clearstead is seeking an experienced Investment Portfolio Manager to construct and implement client portfolios, oversee strategy, and deliver proactive portfolio oversight in line with the Clearstead Investment Philosophy. Responsibilities include developing complex investment analyses, proposing portfolio designs, leading live reviews with clients, and collaborating across teams to win new business while mentoring Portfolio Associates. Advanced CFA/CAIA preferred; 7+ years in financial services. #J-18808-Ljbffr Clearstead
Vacancy posted 2 days ago
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