Wealth & Investment Portfolio Manager II - Remote

Overview

The Wealth and Investment Portfolio Manager II is responsible for managing medium to large complex portfolios in alignment with client and corporate investment objectives.

In Short

• Manage complex investment portfolios.
• Monitor investment performance and recommend strategies.
• Provide ongoing client service and collaborate with business development.
• Stay updated on market trends.
• May supervise less experienced employees.
• Work in a flexible office and remote environment.
• Encourage teamwork and community building.
• Participate in joint sales calls.
• Ensure compliance with equal opportunity employment.
• Engage in other assigned duties.

Requirements

• Bachelor's Degree required.
• 3 or more years of experience in Investments/Analyst roles.
• Preferred experience in Wealth Management client relationships.

Benefits

• Flexible work arrangements.
• Opportunity for team collaboration.
• Commitment to equal employment opportunities.
• Supportive workplace culture.