Senior Private Wealth Portfolio Manager
Listed on 2026-10-06
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Finance & Banking
Portfolio & Asset Management, Wealth Management
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.
We would love to welcome a new Senior Private Wealth Portfolio Manager to our team in Charlotte, NC, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Private Wealth Portfolio Manager role in the description above.
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