Sr Portfolio Manager

2 days ago | Be among the first 25 applicants

This range is provided by gpac. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

gpac is excited to partner with a well‑established bank in the local area seeking a talented and experienced Sr Portfolio Manager to join their team. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

• Manages and grows a portfolio of client relationships through high‑touch service and proactive relationship management.
• Oversee account administration, ensuring accurate processing and regulatory compliance.
• Expands existing relationships and generates new business through referrals, internal partners, and centers of influence.
• Supports onboarding of new clients, including account setup and asset transfers.
• Collaborates with wealth management partners to deliver integrated planning and investment strategies.

• Bachelor's Degree in Finance or related field
• CFP (Certified Financial Planner) designation or 5+ years of experience in the financial industry

This company fosters a culture of growth, teamwork, and internal promotions. You'll have the opportunity to work alongside industry experts, expand your skillset, and advance your career. We offer competitive compensation, generous health insurance coverage, dental and vision plans, and a competitive 401(k) package.

Please reach out to me directly for additional information and send resume to  / .

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award‑winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client‑focused and realize that our value is in our ability to deliver the right solutions at the right time.

Mid‑Senior level

Full‑time

Finance and Sales

Banking