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Senior Investment Leader, Client Portfolio Advisory
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Nationwide is seeking a Senior Investment Professional responsible for managing relationships with large client portfolios. This position requires 8-12 years of experience in finance or investments, and expertise in client communications and portfolio analysis.
As part of a dynamic finance team, the candidate will lead efforts in client reporting, and work closely with internal and external stakeholders to support investment objectives.
A Bachelor's degree in finance or a related field is required; a Master's or CFA is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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