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Senior Portfolio Manager, Wealth Management
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-07-06
Listing for:
Walrath Recruiting, Inc.
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Walrath Recruiting, Inc. is seeking a Portfolio Manager to join their team in Albany, NY. This full-time, permanent role involves leading portfolio strategy and delivering investment insights while ensuring strong client relationships in a collaborative wealth management environment.
The ideal candidate should have a Bachelor’s degree, with an MBA, CFA, or CFP preferred, along with 6+ years of relevant experience. The position offers an opportunity to work closely with high-net-worth clientele and contribute to strategic portfolio management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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