Relationship Management Passed CFA Level III (Charter Pending) jobs

Found 5 jobs

• Associate Client Portfolio Manager- Municipal

  

  • Boston, Massachusetts (US)
  • Commensurate with Experience
  • GW&K Investment Management

  Partner with sales & client service in presenting GW&K’s municipal investment strategies to both existing and prospective clients.

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  • 7 days ago
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• Lead Investment Advisory and Product Curation

  

  • Bangalore City, Bangalore (IN)
  • Upto $20,000-25,000 per year (open and negotiable)
  • 4Thoughts Finance

  – Lead, Investment Advisory and Product Curation

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  • 2 days ago
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• Portfolio Manager

  

  • Tacoma, Washington State
  • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
  • Financial Insights Wealth Management

  Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

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  • 5 days ago
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• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

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  • 7 days ago
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• Portfolio Manager

  

  • Fort Worth, Texas (US)
  • Salary + annual performance bonus, PTO, 401k Matching, Medical & Dental Benefits
  • PlainsCapital Bank

  Overview: The Wealth Portfolio Manager is responsible for the day-to-day management and implementation of investments for a specific group of clien...

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  • 8 days ago
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