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Senior Wealth Portfolio Manager – High Net Worth Focus

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Claire Myers Consulting
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 132000 - 211000 USD Yearly USD 132000.00 211000.00 YEAR

Job Description & How to Apply Below

Claire Myers Consulting is seeking an experienced Senior Wealth Portfolio Manager to join our client in Madison, WI. You will inherit an established book of high net worth relationships and focus on sophisticated investment management and integrated wealth planning.

Work closely with Wealth Advisors, private bankers, and investment professionals to deliver a comprehensive wealth management experience. This role offers a path to broader senior opportunities as the firm grows in the Madison market.

The Senior Wealth Portfolio Manager – High Net Worth Focus role at Claire Myers Consulting is now open for applications in Madison, WI, United States.

We are currently recruiting a Senior Wealth Portfolio Manager – High Net Worth Focus for our team in Madison, WI, United States.

This is an excellent opening to take on the Senior Wealth Portfolio Manager – High Net Worth Focus role at Claire Myers Consulting.

Position Requirements

10+ Years work experience
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