Client Portfolio Manager (Full-Time)
Employment type
Full-time
Work setting
On-site
Location
Plymouth, MI
Schedule
Day shift
Posted
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Job overview
The Client Portfolio Manager (Full-Time) position is an onsite role located in Plymouth, MI. Compensation is not specified, and this role supports the investment team at Waldron Private Wealth. This role exists to manage client investment portfolios, including rebalancing and performance analysis. It contributes to the team's goals by ensuring portfolio strategies align with client objectives and risk tolerance.
What we're looking for
- Skills & competencies
- full-timeday shiftplymouth miwaldron private wealthfinanceportfolio managementinvestmentwealth managementcfacfp
- Work arrangement
- Weekend coverage required
Benefits & perks
- Not specified
About the employer
Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 3b2fb523-371e-4dda-a992-5990f83ed4a8