Senior Portfolio Manager: Client Strategy Leader

RKL Wealth Mgmt 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

Competitive paid time off

Job summary

RKL Wealth Mgmt LLC is seeking a Senior Portfolio Manager to oversee client portfolios and investment strategies. The role requires effective consultation with clients and collaboration with the wealth advisory team.

Candidates should have a Bachelor's degree in a relevant field and over 7 years of experience in investment advisory. The position offers a competitive salary between $140,000 - $160,000.

Qualifications

• 7+ years of experience in investment advisory with knowledge of portfolio management.
• Current FINRA Series 65 or Series 7 & 66 license.
• CFA, CFP, or CAIA certifications are a plus.

Responsibilities

• Manage investment strategy and oversee client portfolios.
• Consult with clients to develop investment objectives.
• Conduct ongoing research on global economics and financial markets.

Skills

Communication skills

Analytical skills

Business management acumen

Problem-solving skills

Networking capabilities

Education

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

Tools

CRM tools

Microsoft Office Suite

Financial planning software (e.g., Bloomberg, Charles Schwab, Tamarac)

Job description

RKL Wealth Mgmt LLC is seeking a Senior Portfolio Manager to oversee client portfolios and investment strategies. The role requires effective consultation with clients and collaboration with the wealth advisory team.

Candidates should have a Bachelor's degree in a relevant field and over 7 years of experience in investment advisory. The position offers a competitive salary between $140,000 - $160,000.