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Client-Focused Wealth Portfolio Manager
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-22
Listing for:
Diversified Trust
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Diversified Trust is seeking a Relationship Associate / Portfolio Manager in Nashville to serve as fiduciary for clients and implement investment strategies within the IPS framework. You will help create, implement and oversee portfolios, support day-to-day client service, and collaborate with the investment and relationship teams.
The role requires a Bachelor's degree and 5+ years in wealth management, with strong investment analysis, client communications, and the ability to manage multiple
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