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Senior Portfolio Manager Research HNW Clients
Job in
New York City, Richmond County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A high-net-worth financial services firm in New York is seeking a Portfolio Manager to collaborate with the CIO on investment strategies and research. The role involves extensive client contact and oversight of trading activities for a substantial RIA. Ideal candidates have 7+ years of experience in wealth management and possess a CFA or CAIA designation, with a focus on options strategies.
Excellent advancement opportunities and a competitive salary are provided.
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Position Requirements
10+ Years
work experience
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