Cypress Trust Company
Senior Portfolio Manager — Wealth Strategy & Client Growth
Cypress Trust Company, Florida, New York, United States
A financial services firm in the Town of Florida is seeking an Investment Officer/Portfolio Manager to lead client asset management and investment strategies. The role involves conducting economic analysis, developing client portfolios, and ensuring compliance with regulations. Candidates should have a degree in Business, Finance, or Marketing, with strong skills in client communication and business development. A positive work culture, generous benefits, and personal growth opportunities await in this financially strong company.
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