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Senior Portfolio Strategist & Fiduciary Leader

Job in Granger, St. Joseph County, Indiana, 46535, USA
Listing for: Zohorecruit
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 230000 USD Yearly USD 140000.00 230000.00 YEAR
Job Description & How to Apply Below

Zohorecruit in Granger, IN seeks a VP, Investment Officer to lead discretionary portfolios for high-net-worth clients, blending portfolio management with fiduciary guidance and reg compliance. This role drives tailored asset strategies while serving as a trusted financial strategist for clients and advisors.

The ideal candidate combines strategic oversight with strong communication, working with Wealth Advisors and Trust Officers to review performance, explain market dynamics, and expand

This is a great role to take on the Senior Portfolio Strategist & Fiduciary Leader role at Zohorecruit.

The following position is for a Senior Portfolio Strategist & Fiduciary Leader with Zohorecruit.

Our group is growing, and we are hiring a Senior Portfolio Strategist & Fiduciary Leader in Granger, IN, United States.

This position is for the Senior Portfolio Strategist & Fiduciary Leader role at Zohorecruit.

Position Requirements
10+ Years work experience
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