Senior Client Portfolio Manager, TAMP Solutions
Job in
Lisle, DuPage County, Illinois, 60532, USA
Listed on 2026-08-25
Listing for:
Advyzon
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
AdvYZon Investment Management (AIM) in Lisle, IL is seeking a Client Portfolio Manager to support advisory firms and financial advisors as they migrate client accounts onto AIM’s TAMP for enhanced operational efficiency and investment modeling.
The role requires 7+ years of investment experience, a Bachelor’s degree, and CFA/CFP certifications preferred. You will serve as a key liaison, translating AIM’s investment approach to advisors and collaborating with multiple internal teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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