Senior Portfolio Manager Position
3 weeks ago
Key Responsibilities:
- Develop and execute comprehensive investment strategies that align with client goals and objectives
- Lead a team of financial advisors to deliver exceptional client service and drive revenue growth
- Collaborate with cross-functional teams to achieve business objectives and stay ahead of industry trends
- Stay up-to-date on regulatory requirements and apply this knowledge to inform investment decisions
- Analyze financial data to identify areas for improvement and optimize portfolio performance
Requirements:
* 10+ years of experience in financial services, with a focus on wealth management
* Required licenses: SIE, Series 7, Series 66 (or Series 63 & 65), Series 9 & 10 (or Series 24 & 4 & 53)
* Group 1: Life and Health Insurance Licenses
* Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively
Compensation Package:$211,280.00 - $316,920.00 annually, plus comprehensive benefits package
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