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NBME
Philadelphia, PA, United States
POSITION OVERVIEW The IT Portfolio Management Manager is a member of the IT Agile PMO Office and will be responsible with the direction/guidance of the Senior Director of IT Portfolio Management to manage the NBME IT Integrated Planning processes and Agile practices. The role will focus on performing duties around Enterprise and IT intake, Cross-Te
Job Source: NBMENRG Energy, Inc.
Philadelphia, PA, United States
At NRG, we’re bringing the power of energy to people and organizations by putting customers at the center of everything we do. We generate electricity and provide energy solutions and natural gas to millions of customers through our diverse portfolio of retail brands. A Fortune 500 company, operating in the United States and Canada, NRG delivers in
Job Source: NRG Energy, Inc.NRG
Philadelphia, PA, United States
At NRG, we're bringing the power of energy to people and organizations by putting customers at the center of everything we do. We generate electricity and provide energy solutions and natural gas to millions of customers through our diverse portfolio of retail brands. A Fortune 500 company, operating in the United States and Canada, NRG delivers in
Job Source: NRGProfessional Diversity Network
Philadelphia, PA, United States
At NRG, we're bringing the power of energy to people and organizations by putting customers at the center of everything we do. We generate electricity and provide energy solutions and natural gas to millions of customers through our diverse portfolio of retail brands. A Fortune 500 company, operating in the United States and Canada, NRG delivers in
Job Source: Professional Diversity NetworkNRG Energy
Philadelphia, PA, United States
At NRG, we're bringing the power of energy to people and organizations by putting customers at the center of everything we do. We generate electricity and provide energy solutions and natural gas to millions of customers through our diverse portfolio of retail brands. A Fortune 500 company, operating in the United States and Canada, NRG delivers in
Job Source: NRG EnergyEisnerAmper
Philadelphia, PA, United States
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the t
Job Source: EisnerAmperThe Judson Group
Marlton, NJ, United States
Reference Number: MHH7202 Location: Marlton, New Jersey Judson Group has partnered with a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients. The ideal candidate ha
Job Source: The Judson GroupEquitable Advisors
Philadelphia, PA, United States
Equitable Advisors- Retirement Benefits Group Job DescriptionWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seek
Job Source: Equitable AdvisorsMarlton, NJ, United States
Reference Number: MHH7530
Location: Marlton, New Jersey
Judson Group has been retained by a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients.
The ideal candidate has extensive experience working with high-net-worth individuals and families in a client support and planning capacity.
Responsibilities:
Responsible for all aspects of client support including establishing and modifying portfolio strategy, client investment risk/asset allocation, and tax evaluation.
Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
Review client reports and assists with all planning and implementation for the client.
Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.
Serve in a Lead Advisor capacity.
Requirements:
5+ years’ experience in wealth strategy and investment management.
Bachelor’s degree required; CFA/CFP highly preferred; Series 65/66.
Significant experience with investment management and financial/estate planning.
Established referral network and proven ability to develop new business.
Desired traits include client service mentality, self-starter, and sense of urgency.
Exceptional communication and presentation skills.
Compensation: Attractive compensation package including base salary, bonus, and benefits
Location: Marlton, New Jersey. Company has an option to WFH on an alternating, weekly basis.
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Senior Portfolio Manager – Wealth Management jobs in Marlton, NJ, United States
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