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Portfolio Management Implementation Lead
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-02-28
Listing for:
SEI
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial services firm in Pennsylvania is seeking a skilled Portfolio Management Implementation Specialist. This role centers on implementing Portfolio Management Experience (PME) and Moxy, coordinating project efforts and maintaining client relationships. The ideal candidate should have 3-5 years in financial services and strong relationship management skills. Benefits include comprehensive healthcare, tuition reimbursement, and a hybrid work environment. Join us to build a brave future and ensure seamless portfolio management solutions for clients.
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