Relationship Management jobs in CFA Charterholder

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Found 2 jobs for open / negotiable

  • Client Portfolio Manager

    • This position will work out of either our Montpelier or Georgia office locations
    • Competitive salary will be based on experience – not a commission-based position
    • Maple Capital Management, Inc.

    As a Client Portfolio Manager, you will work closely with our Investment Team, focusing on managing client relationships, managing and rebalancing ...

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    • 7 days left
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  • Portfolio Analyst

    • Woodcliff Lake, New Jersey
    • Competitive base salary with bonus tied to job performance and other metrics. Full benefits package.
    • International Planning Alliance, LLC

    Seeking a detail-oriented, motivated portfolio analyst who excels technically and can help build portfolio management processes for the Firm.

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    • 20 days ago
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