Senior Client Portfolio Manager — NYC Onsite, Equity

Vise; New York (NY); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

Unlimited PTO

$1 medical insurance

401k plan with matching

Paid lunches at office

Job summary

A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive salary and benefits offered, with a focus on work-life balance.

Qualifications

• 5+ years in wealth or investment management focus.
• Experience with complex investment strategies.
• Ability to build custom proposals for clients.

Responsibilities

• Act as a client-facing investment expert.
• Analyze portfolios for performance and risk.
• Deliver impactful investment presentations.

Skills

Wealth management experience

Investment management

Portfolio construction

Excellent communication

Python proficiency

SQL proficiency

Education

Undergraduate degree

CFA Institute Charterholder

Tools

CRM tools

Portfolio management tools

Bloomberg

Job description

A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive salary and benefits offered, with a focus on work-life balance.