Senior Family Office Portfolio Manager
Legacy Trust Family Wealth Offices
Legacy Trust Family Wealth Offices in Town of Florida, NY, is seeking a Client Portfolio Manager responsible for managing client relationships and investment portfolios. This role involves collaborating with the investment team and ensuring alignment with client objectives. The ideal candidate should have 5-7 years of experience in portfolio management within a family-office environment, possess strong analytical skills, and be proficient with portfolio management software. A bachelor’s degree is required, and advanced degrees or certifications are highly preferred. #J-18808-Ljbffr Legacy Trust Family Wealth Offices
Vacancy posted 1 day ago
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