Senior Client Portfolio Strategist — NYC Onsite
Viseai
Viseai is seeking a Senior Client Portfolio Manager to collaborate with financial advisors in New York, ensuring they meet their clients' investment needs. This key role involves translating complex strategies into clear narratives while leveraging AI to offer personalized investment solutions. Candidates should have substantial experience in wealth management, portfolio construction, and a deep understanding of advisor tech stacks. Ideal applicants will have a strong communication skill set, a degree, and ideally CFA credentials, along with proficiency in Python and SQL. Viseai offers competitive salaries, equity, unlimited PTO, and the opportunity to significantly impact a hyper-growth fintech start-up. #J-18808-Ljbffr Viseai
Vacancy posted 3 days ago
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