Senior Client Portfolio Manager, Custom Equity Platform

A global investment firm in Seattle is looking for a Client Portfolio Manager to engage with clients, represent investment strategies, and build strong relationships with wealth management advisors. The ideal candidate should have 5-8 years of client-facing experience, a strong understanding of investment processes, and exceptional communication skills. Responsibilities include managing business growth, participating in advisor pitches, and providing portfolio insights.

This role requires an undergraduate degree and is ideal for someone with an entrepreneurial spirit who thrives in a fast-paced environment.
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