Client Portfolio Manager & Trade Specialist

Bluffton, South Carolina
Salary commensurate with experience
Jan 13, 2023
Feb 12, 2023
Industry Sector
Asset Management
Employment Type
Full Time

Job Description:

The Client CPM and Trade Specialist will provide oversight and implement all trade related operational and administrative functions.  The preferred candidate will develop as the primary Trader for VIP.  Additionally, he/she will be responsible for working with VIP Client Advisors to oversee the implementation of investment requirements including rebalancing, tax-loss harvesting, cash management, etc.

This is a dynamic and multi-dimensional role that is viewed as an extreme value-add to the VIP team supporting many key functions within the organization.  He/she will work with both the Wealth Management team and Asset Management team at VIP, reporting to the Chief Investment Officer (CIO).  The position provides an excellent opportunity to learn and grow in the firm with increasing responsibilities.

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