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Portfolio Manager Wealth Management CFO Financial Manager

Chief Investment Strategist & Portfolio Leader

Job in Woodbridge Township, Middlesex County, New Jersey, USA
Listing for: EisnerAmper LLP
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management, CFO, Financial Manager
  • Management
    Portfolio Manager, Wealth Management, CFO, Financial Manager
Job Description & How to Apply Below
A leading wealth management firm is seeking a Chief Investment Officer to oversee its investment strategies and manage a team of six investment professionals. This strategic role involves chairing the Investment Committee, defining long-term investment direction, and ensuring portfolios reflect the firm's tax-aware philosophy. With 15+ years of investment management experience and a strong knowledge of portfolio construction, the ideal candidate will present investment strategies to clients and lead thought leadership initiatives.

A Bachelor's degree in Finance or Economics is required.
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