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Senior Portfolio Manager: Wealth Strategy & Growth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-29
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Compliance
Job Description & How to Apply Below
BMO Financial Group in New York is seeking a seasoned investment professional to lead client relationships and translate fiduciary expertise into actionable investment strategies.
You will analyze risk, develop model portfolios, and present investment proposals to clients and senior leaders. The role requires 7+ years of experience, MBA/finance credentials, and strong regulatory knowledge for compliant decision making.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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