Senior Portfolio Manager - Scottsdale, AZ

Only for registered members Scottsdale, AZ , United States

1 month ago

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Job summary

We are seeking a strategic detail-oriented Senior Portfolio Manager to oversee portfolio construction asset allocation and ongoing portfolio management for a diverse client base.
This role is ideal for someone who thrives in a collaborative environment communicates clearly with advisors and clients and brings both leadership humility to the table.

Responsibilities

  • Lead portfolio design implementation
    and ongoing monitoring across client accounts.
  • Develop manage asset-allocation strategies aligned with risk tolerance objectives time horizon.

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