Portfolio Implementation Specialist – Wealth Management
Listed on 2026-10-20
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Finance & Banking
Portfolio & Asset Management, Wealth Management
Corient is seeking a Portfolio Management professional to deepen understanding of investment strategies and to become an expert in the centralized Portfolio Management System. The role involves rebalancing portfolios, addressing cash needs, and harvesting tax losses in taxable accounts.
You will collaborate with third-party managers and local advisors to align client objectives with Corient strategies, while preparing and entering trade orders into the system for execution.
The Portfolio Implementation Specialist – Wealth Management role at CI Financial is now open for applications in Dallas, TX, United States.
For the Portfolio Implementation Specialist – Wealth Management position at CI Financial, we are reviewing applications now.
Step into the Portfolio Implementation Specialist – Wealth Management role at CI Financial in Dallas, TX, United States and grow with us.
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