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Strategic Portfolio Manager for HNW Clients
Job in
Del Mar, San Diego County, California, 92014, USA
Listed on 2026-07-27
Listing for:
Procisive
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Procisive is seeking a Portfolio Manager to advance investment strategy for high-net-worth clients within a close-knit firm. You will support portfolio construction, execute trades, and oversee performance with a focus on risk and client objectives.
You will collaborate with the CEO and senior advisors, contribute to investment committee discussions, and help drive consistent, high-quality portfolio management across the practice. A CFA or equivalent designation is preferred.
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