Wealth Portfolio Manager - Client-Centric & Strategic

Northwestern Mutual; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm located in New York seeks a skilled Portfolio Manager to enhance their investment strategies and manage diverse client portfolios. The ideal candidate should have a strong background in financial management, with at least 5 years in the industry. Responsibilities include executing trades, preparing client reports, and developing tailored wealth management solutions. Excellent communication and analytical skills are essential. This role offers the opportunity to work in a dynamic team focused on delivering superior client value through innovative investment solutions.

Qualifications

• Minimum 5 years experience in securities or financial services.
• Excellent verbal/written communication and interpersonal skills.
• Ability to work independently and as part of a collaborative team.

Responsibilities

• Monitor daily cash flows and execute trades.
• Build and maintain financial and retirement plans.
• Conduct investment research on mutual funds and equities.
• Manage and oversee investment portfolios.

Skills

Financial management

Investment strategies

Risk management

Analytical skills

Client relationship management

Tools

NetX360

Envestnet

Bloomberg

Job description

A financial services firm located in New York seeks a skilled Portfolio Manager to enhance their investment strategies and manage diverse client portfolios. The ideal candidate should have a strong background in financial management, with at least 5 years in the industry. Responsibilities include executing trades, preparing client reports, and developing tailored wealth management solutions. Excellent communication and analytical skills are essential. This role offers the opportunity to work in a dynamic team focused on delivering superior client value through innovative investment solutions.