More jobs:
Strategic Client Portfolio Manager, Custom Equity Platform
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-13
Listing for:
OppenheimerFunds Distributor, Inc
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A financial services firm in New York, NY, is seeking a Client Portfolio Manager to enhance client engagement and represent investment strategies. This role demands a strong grasp of capital markets and the investment process. Candidates should have 5-8 years of experience in client-facing investment roles, with a proven ability to build relationships with advisors and gatekeepers. The firm values proactive, analytical individuals keen on team success.
A Bachelor's degree is required, along with proficiency in tools like Bloomberg and Microsoft Office. Competitive salary range from $150,000 to $180,000 annually.
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