Maple Capital Management · 20 hours ago
Client Portfolio Manager
Alpharetta, GA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expMaple Capital Management is a trusted investment manager dedicated to tailoring portfolios to meet unique client goals. They are seeking a Client Portfolio Manager who will manage client relationships, oversee portfolios, and drive business development efforts.
ConsultingFinancial Services
Hiring Manager
Steve Killoran
Responsibilities
Business development, specifically creating new, actionable advisor partner relationships
Develop investment/planning strategies to win business
Frequent travel; at least monthly
Relationship management with both advisor partners and direct clients
Facilitating client service requests
Special projects as needed
Qualification
Required
A collaborative team player with a great sense of humor
A propensity to follow through and ensure that tasks have been completed in a timely manner
The ability to handle competing priorities with grace and composure
A proclivity to serve advisor partners and clients
Strong investment presentation skills
10+ years of investment management experience
A bachelor's degree from an accredited college or university
Preferred
A CFA or CFP designation
Benefits
Health insurance with 100% company-covered premium
401(k)
Company
Maple Capital Management
Maple Capital Management, Inc. provides investment advisory services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Evan Pemberton, CFA, CFP®
Vice President - Operations & Chief Compliance Officer
Ramsey Luhr
President & Founding Partner
Company data provided by crunchbase