Relationship Management jobs in CFA Charterholder

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Found 3 North America jobs for open / negotiable

  • Client Relations Manager

    • Salt Lake City, Utah
    • Compensation is a combination of base, bonus, profit sharing, and nice benefits
    • Grandeur Peak Global Advisors

    Member of a three-person client team at Grandeur Peak Global Advisors, a very successful $7B global equities boutique in Salt Lake City.

  • Investment Counselor/Portfolio Manager

    • Old Town Pasadena, CA
    • Commensurate with experience and qualifications
    • Clifford Swan Investment Counselors

    This role will oversee investment opportunities for our clients in addition to providing counsel on wealth management strategies.