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VP, Private Client Portfolio Manager Wealth Strategy

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
Position: VP, Private Client Portfolio Manager - Growth & Wealth Strategy
A leading financial services firm in Cincinnati is seeking a Vice President & Senior Portfolio Manager. You will manage and grow client investment portfolios while delivering personalized wealth management experience. Responsibilities include attracting new clients, managing existing relationships, and collaborating with internal teams. Ideal candidates will have a Bachelor's degree and at least five years of experience in investment management, alongside relevant certifications like CFA or CFP.

Join a supportive team and take advantage of comprehensive benefits.
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