Senior Wealth Client Manager & Portfolio Director

A leading wealth management firm is seeking an experienced Client Manager, Director for their San Francisco team. You will be responsible for managing complex client relationships, performing in-depth investment analysis, and leading investment deployments. Candidates should have at least 5 years of investment experience, a relevant degree, and hold a CFA or CFP designation. The role offers a competitive salary ranging from $150,000 to $250,000, along with comprehensive benefits and a supportive culture emphasizing growth and collaboration. #J-18808-Ljbffr