Remote Portfolio Manager for HNW Clients

Crains Cleveland
Washington, US
Remote

Job Description

BCV Asset Management Inc. is seeking a remote, experienced Portfolio Manager to join their investment team in Madison, WI. The role involves generating and evaluating investment opportunities, managing client portfolios, and building strong relationships with clients and referring parties. The ideal candidate will have an undergraduate degree along with CFA qualifications, proven success in managing high-net-worth clients, and excellent communication skills. Benefits include competitive compensation, wellness programs, and ongoing professional development. #J-18808-Ljbffr

Skills & Requirements

Technical Skills

CfaCipp/eCipp/us

Level

Mid-Level

Posted

5/6/2026

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