Portfolio Manager: Client Education & Investment Strategy
Listed on 2026-10-10
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Finance & Banking
Portfolio & Asset Management
The Joseph Group seeks a Portfolio Manager to serve as a key representative of our investment philosophy and process to clients, advisor teams, and external partners. You will educate clients, present investment concepts, and collaborate with the Senior Investment Analyst on portfolio construction.
Strong communication, relationship-building, and education-focused skills are essential, along with CFA/CAIA consideration and experience with investment platforms.
The Portfolio Manager:
Client Education & Investment Strategy position in the Finance, Sales field is open for applications.
The position is based in Columbus, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
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 Portfolio Manager:
Client Education & Investment Strategy role in the description above.
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