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Senior Client Portfolio Manager
$175k–$225k/year
37
About Us We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull-TimeSenior
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3 0 0 7mo ago
Senior Client Portfolio Manager
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull-TimeSenior
$175k–$225k
/year
37
3 views0 saves 0 applied
Client Portfolio Manager
$225k–$325k/year
34
Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerMid
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6 0 0 ~1mo ago
S
Client Portfolio Manager
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerMid
$225k–$325k
/year
34
6 views0 saves 0 applied
Client Portfolio Manager
31
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friend
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull TimeMid
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2 0 0 3mo ago
D
Client Portfolio Manager
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull TimeMid
31
2 views0 saves 0 applied
Client Portfolio Manager
$225k–$325k/year
34
Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerMid
See 4 similar>
Quick Apply
8 0 0 ~1mo ago
F
Client Portfolio Manager
OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerMid
$225k–$325k
/year
34
8 views0 saves 0 applied
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