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Job Description & How to Apply Below
A leading financial services provider in Pepper Pike is seeking a Senior Portfolio Strategist to manage and construct investment portfolios aligned with client goals. The role involves advising clients, analyzing investment performance, and collaborating with teams to ensure exemplary service. Candidates should have over 10 years of investment management experience and strong interpersonal skills. This full-time position offers opportunities for career advancement and contribution to a collaborative environment.
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Position Requirements
10+ Years
work experience
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