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Wealth Management Portfolio Manager

Portfolio Management Leader - Coaching & Compliance

Job in Coos Bay, Coos County, Oregon, 97458, USA
Listing for: Wealthsimple
Full Time position
Listed on 2026-02-05
Job specializations:
  • Management
    Wealth Management, Portfolio Manager
  • Finance & Banking
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial technology firm is seeking a Manager of Portfolio Management in Myrtle Point, Oregon, to lead a team of licensed portfolio managers. The role involves ensuring quality investment advice, operational excellence, and mentoring staff. Candidates should possess a CFA or CIM designation, along with 4+ years of client experience and 2+ years in a management role. This position offers competitive compensation and the opportunity to significantly impact the financial future of clients.
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