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Remote Client Portfolio Manager
Remote / Online - Candidates ideally in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-01
Greensboro, Guilford County, North Carolina, 27497, USA
Listing for:
OneDigital
Remote/Work from Home
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
One Digital Investment Advisors LLC in Greensboro, NC, is seeking a Client Portfolio Manager to serve as a subject-matter expert on our investment platform and collaborate with financial advisors and national teams to optimize platform use.
You will lead portfolio discussions, implement rebalancing and trade oversight, and craft tailored investment plans aligned with client goals and risk tolerance. Build strong advisor relationships and support business growth.
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