gpac ยท 9 hours ago
Sr Portfolio Manager
Columbus, OH
Full-time
Onsite
Senior Level
$110K/yr - $175K/yr
5+ years expgpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Sr Portfolio Manager to join their team. The role involves managing client relationships, ensuring compliance, and collaborating with wealth management partners to enhance client services.
ConsultingHuman Resources
Responsibilities
Manages and grows a portfolio of client relationships through high-touch service and proactive relationship management
Oversee account administration, ensuring accurate processing and regulatory compliance
Expands existing relationships and generates new business through referrals, internal partners, and centers of influence
Supports onboarding of new clients, including account setup and asset transfers
Collaborates with wealth management partners to deliver integrated planning and investment strategies
Qualification
Required
Bachelor's Degree in Finance or related field
CFP (Certified Financial Planner) designation or 5+ years of experience in the financial industry
Benefits
Generous health insurance coverage
Dental and vision plans
Competitive 401k package
Company
gpac
gpac is a staffing and recruiting company that provides talent recruitment and development services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ryan Good
Managing Partner & CEO
Chad Feldman
Shareholder/Board Member
Recent News
Seattle TechFlash
2025-09-04
Company data provided by crunchbase