OPAL Corporate Connections · 7 months ago
Senior Portfolio Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expOPAL Corporate Connections is partnering with a wealth management firm to recruit a sales-driven, highly independent Portfolio Manager. This senior role involves working with high-net-worth clients to develop and implement investment strategies while managing complex portfolios.
Staffing & Recruiting
Responsibilities
Develop and implement comprehensive investment strategies for high-net-worth clients
Conduct sophisticated portfolio analysis and risk management
Build and maintain relationships with institutional investment partners
Collaborate with clients' other advisors (legal, tax, banking)
Mentor junior team members and contribute to firm growth
Stay current with market trends and regulatory changes
Qualification
Required
CFA or CIM designation or equivalent professional certification
Minimum 8 years of portfolio management experience
Experience with high-net-worth clients and complex financial situations
Strong analytical and communication skills
Knowledge of Canadian and international investment markets
Experience with alternative investments and institutional strategies
Benefits
100% remote, with a downtown Toronto office available if you prefer to work on-site.
Benefits start on day one.
Tons of room for growth.
Company
OPAL Corporate Connections
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase