Senior Portfolio Manager
RKL LLP(26 days ago)
About this role
The Senior Portfolio Manager leads oversight of client investment portfolios and the firm’s investment strategy, ensuring alignment with organizational objectives and regulatory standards. The role acts as a primary client-facing leader and internal liaison to support client retention and business growth.
Required Skills
- Communication
- Analytical
- Financial Management
- Portfolio Management
- Asset Allocation
- Investment Strategy
- Compliance
- Research
- Client Relations
- Trading
Qualifications
- Bachelor's Degree in Finance/Accounting/Economics/Business Management
- 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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