Senior Portfolio Advisor II

The Senior Portfolio Advisor II is responsible for the management and oversight of investment activities for a defined set of complex, high net worth client portfolios, while serving as a senior investment advisor within the market.

Requirements

• Investment Management & Client Advisory (Senior Portfolio Advisor)
• Business Development & Market Contribution
• Investment Expertise & Thought Leadership
• Risk Management, Governance & Execution
• Leadership & Collaboration

Benefits

• 401k Matching
• Retirement Plan
• Flexible Work Arrangements