Portfolio Manager
Overview: As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.
Source: ats:lever. Description and metadata as published by the employer or its applicant tracking system on 2026-09-11. The apply link goes to the original source. Paige JobBank does not accept applications on the employer's behalf.