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Senior Portfolio Manager & Investment Strategist
Job in
Blue Ash, Hamilton County, Ohio, USA
Listed on 2026-07-25
Listing for:
Truepoint Wealth Counsel, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Truepoint Wealth Counsel, LLC is seeking a Portfolio Manager to oversee moderately complex client portfolios within investment policy guidelines, delivering high-quality client service and strategic investment recommendations.
You will work with senior advisors, mentor associates, and may lead firm-wide initiatives, including quarterly reports and investment committee participation, to support clients’ long-term objectives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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