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© All Rights Reserved. ApplyBlast.com
ShopZoi
The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for portfolio construction, investment research, manager due diligence, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, and contribute to the development of Wealth Solutions investment offerings. This position focuses on managing multi-asset portfolios and conducting due diligence on third-party managers and alternative investments.
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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 ShopZoi.
ShopZoi didn’t post a salary, so this is our estimate from similar listings.
22% below the average for this role