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ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
AssetMark
The Client Portfolio Manager will work directly with high‑net‑worth advisors and clients to deliver comprehensive portfolio reviews, personalized investment guidance, and ongoing engagement. Partnering with the CIO, portfolio management, research, wealth planning, and private wealth consulting teams, the role shapes portfolio strategy, creates investment commentary, and supports new product launches. This full‑time, hybrid position is based in Charlotte, NC.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AssetMark.
11% above the average for this role
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