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Wealth Management Portfolio Manager

Senior Portfolio & Wealth Management Leader

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Western & Southern
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial services company in Cincinnati is looking for an experienced individual to deliver exceptional wealth management services. The role involves managing client portfolios, developing investment strategies, and collaborating with Wealth Planners to enhance client acquisition. Candidates must have at least five years of investment management experience and a Bachelor's degree in Business. Strong communication and analytical skills are essential, with a CFA or CFP being preferred.
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Position Requirements
10+ Years work experience
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