Senior Portfolio Manager jobs in United States
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The Well · 2 days ago

Senior Portfolio Manager

positionFargo, ND
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$130K/yr - $200K/yr
date3+ years exp

The Well is hiring a Senior Portfolio Manager to join their collaborative investment team. This role involves shaping portfolio strategy, managing multi-asset portfolios, and engaging directly with clients while mentoring junior team members.

Staffing & Recruiting
Hiring Manager
Ashlee Klingler
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Responsibilities

Help shape portfolio strategy
Manage multi-asset portfolios
Serve on the Investment Committee
Direct client engagement
Research
Mentoring junior team members

Qualification

CFAAsset allocationPortfolio constructionIndividual equity experienceClient service

Required

CFA or CFA Level II candidate
3–5 years of experience in asset allocation & portfolio construction (private wealth or RIA)
Bachelor's degree required

Preferred

Individual equity experience preferred

Benefits

Bonus
Potential Ownership

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase