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AVP, Client Portfolio Strategy & Insights

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Dynasty Financial Partners
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Client Portfolio Manager AVP in Saint Petersburg, Florida. This role involves supporting the investment management process and ensuring client coverage. The ideal candidate should have 3–5 years of experience in portfolio analytics, a Bachelor's degree in finance or economics, and strong analytical skills. The firm offers competitive benefits, including health, dental, and retirement plans, in a collaborative team environment.
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