Senior Portfolio Manager, Global Wealth Strategy

A financial advisory firm is seeking a Senior Portfolio Manager to lead investment strategies and manage client portfolios. This role involves overseeing asset allocation, risk management, and compliance with regulations, while also engaging with clients and contributing to business development. Candidates must have a CFA and Series 7 license, with at least...

A financial advisory firm is seeking a Senior Portfolio Manager to lead investment strategies and manage client portfolios. This role involves overseeing asset allocation, risk management, and compliance with regulations, while also engaging with clients and contributing to business development. Candidates must have a CFA and Series 7 license, with at least...

Neris Wealth Management, pending approval from the Cayman Islands Monetary Authority (CIMA), will offer discretionary portfolio management and trade execution services to a global clientele. Operating from the Cayman Islands, the company will manage client investment portfolios based on individualized mandates. Services will also include assisting clients...

Neris Wealth Management, pending approval from the Cayman Islands Monetary Authority (CIMA), will offer discretionary portfolio management and trade execution services to a global clientele. Operating from the Cayman Islands, the company will manage client investment portfolios based on individualized mandates. Services will also include assisting clients...

Neris Wealth Management, pending approval from the Cayman Islands Monetary Authority (CIMA), will offer discretionary portfolio management and trade execution services to a global clientele. Operating from the Cayman Islands, the company will manage client investment portfolios based on individualized mandates. Services will also include assisting clients...

Title: Senior Manager, Communications - Global Wealth Transformation & Growth Strategy Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Manager, Communications will lead the development and execution of strategic communications that support the internal transformation of Global Wealth...

Title: Senior Manager, Communications - Global Wealth Transformation & Growth Strategy Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Manager, Communications will lead the development and execution of strategic communications that support the internal transformation of Global Wealth...

Title: Senior Manager, Communications - Global Wealth Transformation & Growth Strategy Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Manager, Communications will lead the development and execution of strategic communications that support the internal transformation of Global Wealth...

Title: Senior Manager, Communications - Global Wealth Transformation & Growth Strategy Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Manager, Communications will lead the development and execution of strategic communications that support the internal transformation of Global...

Requisition ID: 240199 Join a purpose driven winning team committed to results in an inclusive and high-performing culture. The Senior Manager Project Management Office Wealth Transformation is a pivotal leadership role driving large-scale transformation and growth across Global Wealth Management (GWM). You will partner with senior business leaders to...