More jobs:
Portfolio Manager Client Strategy
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-19
Listing for:
Modera Wealth Management, LLC
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Portfolio Manager -
Management
Portfolio Manager
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Portfolio Manager in Boston to manage investment strategies, trading, and client interactions. Candidates should have a Bachelor's Degree, CFP or CFA certification, and at least 3-7 years of relevant experience. Responsibilities include daily trading management, compliance with guidelines, and creating portfolio proposals. The role offers a competitive salary range of $65,000-$100,000 and benefits including a Safe Harbor 401(k) plan and generous PTO.
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