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Senior Portfolio Manager: Tax‑Efficient Investing
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-08-26
Listing for:
Trust Point Inc.
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Trust Point Inc. in Minneapolis is seeking a Senior Portfolio Manager to lead client portfolios, align strategies with objectives, and manage risk within regulatory parameters. The role emphasizes tax-efficient investing and collaboration with specialists to deliver comprehensive wealth solutions.
Ideal candidates have 10–20 years in senior leadership roles within financial services, strong relationship management skills, and a track record of managing multi-asset portfolios.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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