Portfolio Manager
$140k - $160kKBW Financial Staffing & Recruiting
Back Portfolio Manager Portfolio Manager Canton , Massachusetts Perm 145000 Jul 7, 2026 $145000.00 - $155000.00 Portfolio Manager Greater Boston – 2 days onsite $140K-160K + 20% Bonus Responsibilities Client Development Identify and pursue new business opportunities through networking, referrals, and strategic outreach. Qualify prospective clients and guide them through the onboarding process. Collaborate with marketing and operations to support lead generation campaigns. Track and report on business development metrics (e.g., close rate, pipeline growth). Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners. Stay informed on industry trends and competitor offerings to position the firm effectively. Portfolio Manager Serve as the primary advisor for new clients and any assigned clients, delivering comprehensive financial planning and investment advice. Conduct discovery meetings to understand client goals, values, and financial considerations. Develop and present customized financial models and investment strategies. Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances. Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice. Mentor associate advisors and contribute to their technical and professional development. Qualifications 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans. CFA or CFP® designation Must have worked with High Net worth Clients and a strong background in Business Development experience #J-18808-Ljbffr
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