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The principal drivers of the business engagements are represented by the Client Portfolio Manager (CPM) and Client Manager (CM) structures.
Under general supervision, responsible for working with internal customers, financial intermediaries and shareholders, to fully meet their needs.
The Portfolio Advisory Specialist will provide thoughtful insights and analysis that can materially improve model investment portfolio outcomes.
This position will manage, coordinate, and direct the daily operations of all reconciliation activity: client holdings, cash, transactions and cost.
Defined Contribution Investment Only (DCIO) is a business that focuses on delivering investment management solutions to qualified retirement plans.
Core-Asset Consulting’s client, a leading investment management firm, is looking to hire an experienced Product Specialist on a permanent basis.