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Senior Client Services & Portfolio Manager
Job in
Pepper Pike, Cuyahoga County, Ohio, USA
Listed on 2026-02-06
Listing for:
People Architects
Full Time
position Listed on 2026-02-06
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
A Cleveland-based wealth management firm is seeking a Client Services Portfolio Manager to build and manage relationships with high-net-worth clients. This role requires emotional intelligence, strong communication, and the ability to deliver exceptional, client-focused service. Candidates should have relevant financial advisory experience and a proactive mindset. Join a team committed to delivering a white-glove experience and building a firm on core values.
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Position Requirements
10+ Years
work experience
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