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Senior Portfolio Manager
Job in
Fargo, Cass County, North Dakota, 58126, USA
Listed on 2026-01-11
Listing for:
The Well
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
1 day ago Be among the first 25 applicants
Direct message the job poster from The Well
Join a collaborative investment team where you’ll help shape portfolio strategy, manage multi-asset portfolios, and serve on the Investment Committee. This role includes direct client engagement, research, and mentoring junior team members.
Ideal Candidate- CFA or CFA Level II candidate
- 3–5 years of experience in asset allocation & portfolio construction (private wealth or RIA)
- Individual equity experience preferred
- Travel: 0–10%
If you're passionate about stewardship, client service, and thoughtful portfolio construction, we’d love to connect.
Seniority level- Mid-Senior level
- Full-time
- Sales and Finance
Referrals increase your chances of interviewing at The Well by 2x
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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