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Senior Portfolio Manager: Client-Focused Investment Lead
Job in
Blue Ash, Hamilton County, Ohio, USA
Listed on 2026-07-23
Listing for:
Truepoint Wealth Counsel
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Truepoint Wealth Counsel is seeking a Portfolio Manager to oversee moderately complex client portfolios in line with investment policy guidelines, delivering a high-quality client experience. You will work with senior advisors to conduct reviews, develop recommendations, and support long-term client objectives.
You will also mentor associates, contribute to team initiatives, and help lead firm-wide strategic projects within a hybrid work environment in Blue Ash, Ohio.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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