Private Markets Portfolio Specialist: Advisor Enablement
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-02
San Diego, San Diego County, California, 92189, USA
Listing for:
PVH (Tommy Hilfiger/Calvin Klein)
Remote/Work from Home
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Step Stone Private Wealth seeks a Portfolio Specialist to translate private markets expertise into actionable insights for financial advisors, home offices, and internal stakeholders. You will work with portfolio management, sales, fund accounting, and marketing to support asset growth and client outcomes.
Candidates should have 2–5 years in private markets or financial services, Series 7/63, a Bachelor’s degree (MBA/CFA/CAIA preferred).
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