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Associate Director

HB Wealth

HB Wealth is seeking an Associate Director, Portfolio Management to partner with Portfolio Managers, Advisory, and Investments teams. You will monitor client portfolios, recommend investment strategies, and execute trades in the firm’s rebalancing system. This role focuses on ensuring IPS compliance and implementing investment recommendations across a wide client base. As part of the Advisory Team, you will provide investment commentary, support portfolio decisions, and contribute to ongoing #J-18808-Ljbffr

Vacancy posted 2 days ago
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