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Senior Portfolio Manager, Wealth & Advisor Relations

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Triad Partners, LLC
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Lawrence, Kansas, is seeking an experienced Portfolio Manager to lead investment strategy and relationship management for independent financial advisors. The ideal candidate will possess over 7 years of experience, with a strong background in investment management and excellent communication skills. Responsibilities include managing client portfolios, providing tailored investment solutions, and collaborating with various departments. The role offers a hybrid work arrangement and generous benefits, including fully covered health insurance and a competitive salary.
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Position Requirements
10+ Years work experience
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