Senior Investment Portfolio Leader

RKL eSolutions LLC; Lancaster (Lancaster County); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Paid time off

Job summary

RKL eSolutions LLC in Lancaster is seeking a Senior Portfolio Manager responsible for managing the firm’s investment strategy and overseeing client portfolios. This role requires collaboration with clients and internal teams to ensure objectives are met and maintained.

The ideal candidate will have over 7 years of experience in investment advisory, excellent communication skills, and a relevant Bachelor’s degree. Competitive benefits, including medical and 401(k) match, are offered.

Qualifications

• 7+ years’ experience in the investment advisory field.
• Current FINRA Series 65 or equivalent certification.
• Excellent knowledge of portfolio management and trading.

Responsibilities

• Consult with clients to develop investment objectives.
• Collaborate with the advisory team on client relationships.
• Prepare monthly and quarterly reports for clients.

Skills

Strong communication skills

Analytical and data-driven

Problem-solving skills

Financial management acumen

Networking capabilities

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Management or related field

Tools

Microsoft Office Suite

CRM tools

Financial planning software

Job description

RKL eSolutions LLC in Lancaster is seeking a Senior Portfolio Manager responsible for managing the firm’s investment strategy and overseeing client portfolios. This role requires collaboration with clients and internal teams to ensure objectives are met and maintained.

The ideal candidate will have over 7 years of experience in investment advisory, excellent communication skills, and a relevant Bachelor’s degree. Competitive benefits, including medical and 401(k) match, are offered.