Relationship Management jobs in Passed CFA Level III (Charter Pending)

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Found 2 jobs

  • Associate Director of Public Investments

    • Menlo Park, California
    • Competitive salary plus benefits and bonus potential.
    • The William and Flora Hewlett Foundation

    The Associate Director of Public Investments supports portfolio modeling, risk monitoring, and due diligence of external public marketable managers.

  • Wealth Management Client Solutions (TBD Based on Experience)

    • Westlake Village, California
    • To be determined based on candidates experience
    • Westlake Village

    ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...