Portfolio Manager
RKL LLP(3 months ago)
About this role
The Portfolio Manager is responsible for managing the firm’s investment strategy to better service clients while ensuring alignment with internal stakeholders. They oversee client portfolios and assets under management, actively participating in client meetings to ensure objectives are met and maintained.
Required Skills
- Portfolio Management
- Client Relations
- Investment Strategy
- Analytical Skills
Qualifications
- Bachelor’s degree in Finance
- FINRA Series 65
- CFA
- CFP
About RKL LLP
rklcpa.comRKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
View more jobs at RKL LLP →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at RKL LLP
Similar Jobs
Trust Portfolio Senior Manager
Mechanics Bank(5 days ago)
Portfolio Manager
Brown Advisory(3 months ago)
Client Portfolio Manager
Brown Brothers Harriman(4 months ago)
Senior Portfolio Manager
Northwest Bank(1 month ago)
Sr. Portfolio Advisor
Northern Trust(1 month ago)
Portfolio Manager
Fifth Third Bank(18 days ago)