Are you a thriving wealth advisor who has dared to wonder, “What if?” What if you could find a firm who valued your personality and principles as much as your client AUM? What if that firm were as conscientious as you are about ensuring your clients’ highest financial interests are the foundation instead of the […]
Category: Career Opportunities
Career Opportunity – Portfolio Administrator
Position Summary This role is responsible for the management of client assets and portfolios as overseen by the Investment Committee and Chief Investment Officer and as dictated by the Investment Policy Statements of our clients. This role is also the primary interface between Wealth Advisors and trading/operations and is tasked with facilitating and overseeing all […]
