Senior Family Office Portfolio & Wealth Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-27
Listing for:
Southern Land Company
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Manager -
Management
Portfolio & Asset Management, Wealth Management, Financial Manager
Job Description & How to Apply Below
Southern Land Company in New York seeks a full-time Portfolio Manager to oversee complex investment portfolios and build client relationships. The role involves analyzing investments and developing strategies to meet financial goals within a fast-paced environment.
The ideal candidate will have a Bachelor's degree in Finance or related fields, 10+ years of financial services experience, and proficiency in Microsoft Office. A CFA, CFP, or CPA is preferred.
We offer a competitive salary ranging from $125,000–$175,000, comprehensive benefits, and the chance to contribute to meaningful community development projects.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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