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Senior Portfolio Strategy Director

Clearstead Advisors LLC

Clearstead Advisors LLC is seeking an accomplished investment portfolio professional to lead complex portfolio construction and proactive oversight for sophisticated clients. You will implement strategies, communicate updates, and mentor junior staff while engaging in business development within the community. The role requires deep market knowledge, strong analytical skills, and a drive to build a personal client book while upholding Clearstead’s fiduciary philosophy and services framework. #J-18808-Ljbffr Clearstead Advisors LLC

Vacancy posted 3 days ago
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