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Senior Portfolio Strategy Leader - Wealth Management
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-27
Listing for:
Clearstead
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Clearstead is seeking an experienced Investment Portfolio Manager to construct and implement client portfolios, oversee strategy, and deliver proactive portfolio oversight in line with the Clearstead Investment Philosophy.
Responsibilities include developing complex investment analyses, proposing portfolio designs, leading live reviews with clients, and collaborating across teams to win new business while mentoring Portfolio Associates. Advanced CFA/CAIA preferred; 7+ years in financial services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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