Senior Private Wealth Portfolio Strategist
Listed on 2026-10-12
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Asset Mark in Charlotte, NC is seeking a Client Portfolio Manager to help build our Private Wealth business from the ground up. You will work with high-net-worth advisors and clients, shaping portfolio strategy and delivering tailored investment guidance.
You’ll partner with CIO, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors to ensure portfolios align with evolving objectives and market conditions.
The Senior Private Wealth Portfolio Strategist position in the Finance, Sales field is open for applications.
Join us at Asset Mark as our next Senior Private Wealth Portfolio Strategist in Charlotte, NC, United States.
We are currently recruiting a Senior Private Wealth Portfolio Strategist for our team in Charlotte, NC, United States.
This is an excellent position to take on the Senior Private Wealth Portfolio Strategist role at Asset Mark.
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