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The Strategic Implementer

Portfolio Manager: Remote/Hybrid with CIO Growth Path

The Strategic Implementer, Independence, Ohio, United States, 44131

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A growing financial planning firm in Independence, OH is looking for a Portfolio Manager to shape investment strategies. This role offers remote or hybrid options and requires a CFA® Charter. Responsibilities include managing portfolios, conducting due diligence on investments, and leading the Investment Committee. Successful candidates will have at least 5 years of portfolio management experience and strong communication skills. Benefits include competitive salary, health insurance, and significant growth opportunities. #J-18808-Ljbffr