Client Portfolio Manager - Growth, Travel & Relationships

Maple Capital Management; Alpharetta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Health insurance with 100% company-covered premium

401(k)

Job summary

A reputable investment management firm is seeking an experienced Client Portfolio Manager to manage portfolios and enhance client relationships at their Alpharetta, Georgia office. The ideal candidate will have over 10 years of investment management experience and a bachelor’s degree. Key responsibilities include business development and creating client-focused strategies in a dynamic and collaborative environment. Competitive salary and benefits are offered for qualified professionals.

Qualifications

• 10+ years of investment management experience.
• Strong relationship management skills with clients and advisor partners.
• Proven business development capabilities to create actionable relationships.

Responsibilities

• Manage and develop advisor partner relationships.
• Create investment strategies to win business.
• Facilitate client service requests efficiently.

Skills

Business development

Portfolio management

Relationship management

Investment strategies

Team collaboration

Education

Bachelor's degree from an accredited college or university

CFA or CFP designation (preferred)

Job description

A reputable investment management firm is seeking an experienced Client Portfolio Manager to manage portfolios and enhance client relationships at their Alpharetta, Georgia office. The ideal candidate will have over 10 years of investment management experience and a bachelor’s degree. Key responsibilities include business development and creating client-focused strategies in a dynamic and collaborative environment. Competitive salary and benefits are offered for qualified professionals.