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Associate Portfolio Manager - Client Strategy

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Triad Partners, LLC
Full Time position
Listed on 2026-04-29
Job specializations:
  • Finance & Banking
    Portfolio Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Associate Portfolio Manager - Client Strategy & Growth
A financial services company in Kansas seeks an Associate Portfolio Manager to manage investment portfolios and client relationships. The position requires a Bachelor’s degree and at least three years in investment management, with a strong emphasis on client relations and investment recommendations. Candidates should be organized, detail-oriented, and possess excellent communication skills. Join a team that values both professional and personal growth, supporting clients in achieving their financial goals.
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Position Requirements
10+ Years work experience
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