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Senior Portfolio Manager CFA CFP CIMA — Client

Job in Memphis, Shelby County, Tennessee, 37544, USA
Listing for: Regions Financial Corporation
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management, Financial Manager
  • Management
    Portfolio Manager, Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 150824 - 216040 USD Yearly USD 150824.00 216040.00 YEAR
Job Description & How to Apply Below
Position: Senior Portfolio Manager CFA CFP CIMA — Client Growth
A major financial services corporation is seeking a Portfolio Manager to oversee managed accounts for Private Wealth or Institutional Clients. The ideal candidate should possess a Bachelor's degree in Business or Finance and have at least ten years of investment management experience. Responsibilities include managing client portfolios, developing investment strategies, and ensuring compliance with investment guidelines. This position is exempt from timekeeping requirements and is eligible for incentive pay based on performance.

Competitive compensation is provided.
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Position Requirements
10+ Years work experience
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