Senior Wealth Portfolio Manager
Compensation
$132k – $211k /yr
Employment type
Full-time
Work setting
On-site
Location
Madison, WI
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Senior Wealth Portfolio Manager is an onsite role based in Madison, WI. The position offers an annual base salary range of $132,000 to $211,000 plus a 25% performance bonus, supporting the wealth management team at Claire Myers Consulting. This role exists to manage an established portfolio of high-net-worth client relationships. The manager develops customized investment strategies, provides ongoing portfolio oversight, and collaborates with wealth advisors to deliver an integrated financial experience.
What we're looking for
- Skills & competencies
- full-timeday shiftmadison wiwealth managementportfolio managerfinancehigh net worthcfaonsiteinvestment
- Work arrangement
- Weekend coverage required
Benefits & perks
- Performance bonus, professional growth opportunities, and comprehensive financial services benefits.
About the employer
Claire Myers Consulting 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: ae274e14-2687-4e25-945b-12307d3c467c