Senior Client Portfolio Manager, TAMP Solutions
Advyzon
AdvYZon Investment Management (AIM) in Lisle, IL is seeking a Client Portfolio Manager to support advisory firms and financial advisors as they migrate client accounts onto AIM’s TAMP for enhanced operational efficiency and investment modeling. The role requires 7+ years of investment experience, a Bachelor’s degree, and CFA/CFP certifications preferred. You will serve as a key liaison, translating AIM’s investment approach to advisors and collaborating with multiple internal teams. #J-18808-Ljbffr Advyzon
Vacancy posted 6 hours ago
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