Senior Portfolio Manager
3 weeks ago
About the Role:
This position is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.
Key Responsibilities:
As a Senior Portfolio Manager, you will be responsible for managing a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of $500,000 (per household). You will be the central point of contact for your assigned client base, educating each of our clients on the firm's investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals.
Compensation:
Due to pay transparency laws, we are disclosing the full salary range for the position. This includes the highest paid employee at the firm $85,000-$120,000 + discretionary bonuses. However, realistically new hires should expect to start on the lower end of the compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000).
Benefits:
We offer 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k matching.
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