
AVP, Client Portfolio Strategy & Insights
Dynasty Financial Partners, St. Petersburg, Florida, United States, 33739
A financial services firm is seeking a Client Portfolio Manager AVP in Saint Petersburg, Florida. This role involves supporting the investment management process and ensuring client coverage. The ideal candidate should have 3–5 years of experience in portfolio analytics, a Bachelor's degree in finance or economics, and strong analytical skills. The firm offers competitive benefits, including health, dental, and retirement plans, in a collaborative team environment.
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