Private Client Portfolio Manager — Growth & Wealth Planning
Crawford Investment Counsel
Crawford Investment Counsel, Inc. in Atlanta seeks a Portfolio Manager to support management of private client investment portfolios. You will construct, monitor, and optimize portfolios aligned with client objectives, risk tolerance, and market conditions. The ideal candidate brings investment acumen, attention to detail, and a collaborative mindset to grow within a client-focused environment. #J-18808-Ljbffr Crawford Investment Counsel
- ...Private Client Relationship Manager -Atlanta, GA FinTrust Connect has partnered... ...model to deliver planning-led relationships spanning... ..., deposits, and wealth management. Why this... ...: Manage a portfolio of affluent and high... ...approach to deposit growth and wealth-management...Private client
- ...possibilities for our clients. By delivering the... ...investment management capabilities, we provide... ...IFI Client Portfolio Manager (CPM) acts... ...Managers on business plans and marketing content... ...within the wealth channel by working... ...support each other’s growth and development.The...SuggestedFull timeWork at officeHome officeFlexible hours
- ...Description Job Description Senior Private Client Relationship Manager –Atlanta, GA FinTrust Connect has... .... This is a senior, client-facing growth and advisory role focused on... ...treasury management, investment, and wealth-planning specialists. Why this opportunity...Private clientTemporary work
- Crowe is seeking a Senior Tax Manager with deep UHNW tax... ...optimize tax positions and wealth planning objectives. This role emphasizes... ...emphasizes leadership, strategic client service, and leveraging tax... ...Group and supports growth in private client wealth services. #J...Private client
- ...leader in innovative wealth management, asset servicing,... ...provide to our clients and the... ...exceptional service. The Private Wealth Director leads... ...drives organic growth through client... ...management, tax planning, estate planning,... ...relationship management and portfolio managementMBA or...Private clientFull timeTemporary workH1bWorldwideFlexible hours
$109k - $224k
...law firms, banks and private equity firms on... ...navigating crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ..., master planning and development services... ...professional and career growth. Responsible for a portfolio of clients of varying...Private clientFull time$154.5k - $302k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ..., master planning and development services... ...packages for portfolios consisting of residential... ...leadership, growth and development opportunities...Private clientFull timeInterim roleWork at officeFlexible hours$125k
...Billion in assets under management. The firm prides... ...on a history of solid client retention and long-tenured... ...analytically rigorous Portfolio Manager to support the management of private client investment portfolios... ...and implement wealth planning solutions for clients...Private client- Overview The Wealth Management Portfolio Manager is responsible for constructing and... ...for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on... ...investment management and wealth planning concepts.Proven track record...Full timeLocal areaRemote work
- ...The Client Services Manager is responsible for leading and continuously enhancing the firm’... ...structure and role design, and proactive planning for the firm’s growth. Maintain working knowledge of... ...7+ years of experience in wealth management, family office, or investment...Work at office
- ...TitleManaging Director, Tax - Private ClientRef #2236516... ...Mazars' Private Client tax advisors... ..., consulting, and planning services to... ...financial planners, Wealth Strategists, and Innovation... ...Client Tax Managing Director serves as... ..., learning fuels growth, and every person...Private clientFlexible hours
$175k - $200k
...culture, serve our clients and enrich our... ...Purpose Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support... ...drive asset growth opportunities. Collaborate... ...0 years public or private Fixed Income... ...offer an array of plans, programs, tools and...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$150k - $180k
...possibilities for our clients. By delivering the combined... ...investment management capabilities, we provide... ...and long/short equity portfolios that allow, among other... ...building relationships with wealth management advisors,... ...support each other’s growth and development.The above...Full timeWork at officeFlexible hours- ...strong reputation in trusts & estates, private wealth management, estate planning, business planning, and real estate... ...worth planning, or related private client work. Current partners,... ...leadership, mentorship, and continued growth of the practice Qualifications...Private clientPrivate practiceWork at officeFlexible hours
- ## Private Wealth AssociateApplylocations: Atlanta... ...Private Wealth Management is a premier investment... ...-high-net-worth clients. As an industry... ...help propel the growth of our Private... ...markets positioning, portfolio analytics, and wealth and legacy planning for high-net-...Private clientFlexible hours
$125k - $228k
...growing industries, Aprio ensures clients are prepared for wherever... ...a top-rated culture, vast growth opportunities and your next... ...firm looking for a Senior Tax Manager, Private Client Services/HNWI to join... ...clients, providing tax planning, compliance, and consulting...Private clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance... ...health & benefits, retirement, and private client insurance solutions to organizations... ...provide best in class service and drive growth. Providing coverage analysis, risk...Private clientPermanent employmentLocal areaFlexible hours
$95k - $120.65k
...the top five national health plans, regional health plans, TPAs and... ...real, measurable results for clients. At Zelis, AI is woven into... ...is a place for builders with a growth mindset who act with agility,... ...Position Overview The Client Manager will serve as the primary...Full timeContract workWork at officeLocal areaVisa sponsorshipFlexible hours$175k - $200k
...Purpose Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s... ...and helping drive asset growth opportunities. Collaborate... ...7-10 years of public or private fixed‑income experience... ...vision and life insurance plans 401(k) savings plan with...Work experience placementWork at officeLocal areaFlexible hours$78.5k
...law firms, banks and private equity firms on their... ...disputes, navigating crises, managing risk and optimizing... ...We focus on our clients’ strategic, operational... ...compensation, master planning and development services... ...will help with continued growth in new and complex...Private clientFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours$130k - $145k
...challenges together. We invest in your growth with enterprise‑wide learning and... ...Description:Job Description Details:The Client Services Manager functions as a key leader in successfully... ...satisfaction Participates in the planning and execution of project initiatives,...Full timeLocal areaAfternoon shift- ...was built for stability—long planning cycles, rigid campaigns, and... ...reinvented the AOR to be a true growth engine for biopharma—anchored... .... This is not a role about managing AI adoption or evangelizing what... ...create genuine value for clients. You move fast, work across disciplines...Full timeLive inWork at officeLocal areaShift work
$250k
..., partnering with clients to solve the world... ...and construction managers and other professionals... ...as part of our growth-focused National... ...PositioningStrategic Plan Development &... ...to improve overall Portfolio Quality and optimize... ...with public- and private-sector clients to...Private clientContract workWork at officeLocal areaWorldwideFlexible hours- ...comprehensive business management solutions for law... ...innovation. With over 2,500 clients around the world,... ...collaboration, and personal growth. We encourage our... ...Individual Contributor (portfolio-dependent) Reports To:... ...and maintain structured plans that align outcomes,...Full time
- ...enthusiasm for helping our clients, taking care of our... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals... ...relationship management, not portfolio management Demonstrate a...Private client
- ...seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients... ...package is offered, emphasizing continuous growth and community engagement. #J-18808-Ljbffr Charles...
$134.5k - $265.1k
...team helps guide clients through their most... ...Work you’ll doAs a Manager focused on financial... ...closely with private equity investors,... ...navigating complex growth, investment and divestiture... ...and separation planning and execution,... ...and financing, and portfolio value creation support...Private clientLocal area$250k
...$500 000,00Category: Private Client Product Services, Executive... ...Func Grp Mgr manages multiple teams of senior... ...medium- to long-term plans and executes functional... ...deliver continued revenue growth through managing the... ...of the fundamentals of portfolio construction, asset allocation...Private clientFull time- ...transformation at scale for our clients.Additionally, the Utilities... ...centers faster, support AI growth and monetization and enable AI... ...backgrounds.You are a confident Manager who spots and stays ahead of... ..., Corrective, Capital), Planning and Scheduling, Asset Hierarchies...Full timeWork experience placementLive inWork at officeLocal area
$98.5k - $164k
...growing industries, Aprio ensures clients are prepared for wherever... ...a top-rated culture, vast growth opportunities and your next big... ...strong and client-focused Tax Manager focused on Individual Tax.... ...will be passionate about tax planning, financial consulting, and building...Private clientFull timeWork at officeLocal areaRemote workFlexible hours
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