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Senior Client Portfolio Manager — NYC Onsite, Equity
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Vise
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive salary and benefits offered, with a focus on work-life balance.
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Position Requirements
10+ Years
work experience
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