Portfolio Manager
RKL LLP(28 days ago)
About this role
The Portfolio Manager leads the firm’s investment strategy and oversight of client portfolios to deliver tailored investment solutions while aligning with internal stakeholders. The role is client-facing and ensures regulatory and policy compliance to support client retention and business growth.
Required Skills
- Portfolio Management
- Asset Allocation
- Client Relations
- Financial Analysis
- Compliance
- Trading
- Research
- Communication
- CRM Tools
Qualifications
- Bachelor's Degree
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
- CFA
- CFP
- CAIA
About RKL LLP
rklcpa.comRKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
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