Company Overview
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Current book of business is $230,000,000. High growth team of advisors looking for a portfolio manager.

Job Description

Looking for someone to do the following as I am looking to scale my business and want to basically take myself out of the money management process

Create and manage 10-12 customized portfolios for clients
Be available for client meetings and discussions on portfolio performance
Report directly to me on rationale behind each portfolio
Put together a quarterly report for each portfolio showing performance, changes, etc.
Look for opportunities within current business to improve portfolio performance and convert transaction business to advisory

Ideal Candidate

10 plus years of experience managing money
Comfortable discussing portfolios with clients

Required Skills

Money Management


Listing Age
158 days old
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