Client Portfolio Manager

The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios.

Requirements

• Bachelor’s degree in finance, business or a related field
• 5+ years of experience in financial services, insurance, banking, or nonprofit leadership
• Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations

Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving