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Senior Client Portfolio Manager
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-09-01
Listing for:
Waldron Private Wealth
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Waldron Private Wealth seeks a seasoned Client Portfolio Manager to oversee portfolio management duties, rebalancing, and day-to-day client portfolio oversight. This role emphasizes performance analysis and risk management to align portfolios with client objectives and firm guidelines.
Key duties include coordinating investment functions for multiple clients, developing allocation recommendations, and delivering tailored portfolio strategies while maintaining client communication and engagement
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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