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Senior Private Portfolio Strategist — Wealth Advisory
Job in
Pepper Pike, Cuyahoga County, Ohio, USA
Listed on 2026-01-02
Listing for:
KeyBank
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A large financial institution is seeking a Portfolio Manager to manage and construct investment portfolios according to client needs. Responsibilities include advising clients on strategies, analyzing investment performance, and collaborating with the relationship management team. Candidates should have an undergraduate degree, 10 years of investment management experience, and strong communication skills.
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Position Requirements
10+ Years
work experience
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