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Wealth Portfolio Director: Discretionary Mgmt HNW

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Cyperus Group LLC
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 140000 - 220000 USD Yearly USD 140000.00 220000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Portfolio Director: Discretionary Mgmt for HNW
A leading wealth management firm in New Jersey is seeking a Wealth Management Portfolio Manager to handle client investment accounts for high net worth individuals and families. The ideal candidate will have 3-8 years of experience in portfolio management and a strong ability to analyze investments. Responsibilities include maintaining client relationships, keeping clients informed of portfolio changes, and collaborating with financial planning teams.

This is a full-time role offering a competitive salary ranging from $140,000 to $220,000.
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