More jobs:
Strategic Client Portfolio Manager – TAMP Solutions
Job in
Lisle, DuPage County, Illinois, 60532, USA
Listed on 2026-08-27
Listing for:
Advyzon
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
AdvYZon Investment Management (AIM) seeks a Client Portfolio Manager to join the Client Portfolio Management team. The role helps advisory firms migrate client accounts to AIM’s TAMP, achieving operational efficiency while sourcing investment selection and modeling.
You will be the key liaison for advisors, communicating AIM’s investment approach and working with third party strategists to optimize asset allocation and tax planning during transitions.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×