Wealth Portfolio Manager: Growth & Client Impact

Black Diamond Financial, LLC; Lutherville (MD); On-site; USD 80,000 - 120,000; Full time

Job summary

Black Diamond Financial, LLC in Lutherville, MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively communicate with clients.

The ideal candidate will have over 4 years of experience, a degree in finance or related fields, and should preferably hold a CFP, CPA, or CFA designation.

This role offers significant opportunities for upward mobility within a dynamic, employee-owned firm focused on client success and fiduciary duties.

Qualifications

• 4+ years of experience in investment management and client service.
• Registered Investment Adviser Representative (IAR).
• Must have passed the CFP exam or equivalent.

Responsibilities

• Assist wealth advisors in evaluating client portfolios including rebalancing and trade execution.
• Prepare and present client materials effectively.
• Engage in investment strategy discussions and client prospecting.

Skills

Investment evaluation

Portfolio management

Excel modeling

Presentation creation

Client service

Communication skills

Understanding of financial planning

Knowledge of public markets

Knowledge of alternatives investing

Education

Bachelor’s degree in Business, Finance or Accounting

CPA, CFP, or CFA preferred

Tools

Charles Schwab custodial services

Job description

Black Diamond Financial, LLC in Lutherville, MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively communicate with clients.

The ideal candidate will have over 4 years of experience, a degree in finance or related fields, and should preferably hold a CFP, CPA, or CFA designation.

This role offers significant opportunities for upward mobility within a dynamic, employee-owned firm focused on client success and fiduciary duties.