In-Person Portfolio Manager for High-Net-Worth Wealth

A financial services firm located in Boston is seeking a Portfolio Manager to join their investment management team. The ideal candidate will have over 5 years of experience managing high-net-worth portfolios while emphasizing strong client relationships through regular, in-person interactions. Responsibilities include delivering tailored portfolio strategies, collaborating with relationship managers, and ensuring compliance with investment mandates. The role also demands strong interpersonal and analytical skills, with a preference for CFA or CFP qualifications. Competitive benefits and a supportive workplace culture are offered.

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