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Strategic Client Services – Institutional Investments
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2025-12-19
Listing for:
SEI
Full Time
position Listed on 2025-12-19
Job specializations:
-
Management
Wealth Management, Portfolio Manager -
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading asset management firm in Oaks, PA, seeks a Client Portfolio Manager to manage investment portfolios for institutional clients. The role involves building client strategies, serving as a primary point of contact, and ensuring clients' needs are met. Candidates should have a 4-year degree in a related field and 3-5 years of experience in asset management. A hybrid work schedule is available, along with a comprehensive benefits package including healthcare and PTO.
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