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Senior Private Wealth Portfolio Manager
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-09
Listing for:
AssetMark
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Asset Mark is seeking a Client Portfolio Manager to help build the Private Wealth business in Charlotte, NC. You will work with senior teams to shape portfolio strategy, deliver personalized investment guidance, and produce advisor and client communications.
In this role, you will review portfolios, discuss retirement income and tax-aware strategies, and help translate investment views into actionable guidance for advisors and clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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