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Senior Portfolio Manager – Client Investments & Strategy
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-08-22
Listing for:
Truepoint Wealth Counsel
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Truepoint Wealth Counsel is seeking a Portfolio Manager to manage moderately complex client portfolios in alignment with investment policy guidelines, while supporting a high-quality client experience. You will work closely with senior advisors and investment professionals to review portfolios and develop investment recommendations that support long-term objectives.
You will also mentor associates, contribute to team and firm initiatives, and help deliver integrated guidance in collaboration
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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