Senior Portfolio Manager & Client Strategy Leader

A financial services firm located in Dudley, Massachusetts, is seeking a Portfolio Manager to manage client assets and develop investment strategies. This role requires a Master’s Degree and at least 10 years of investment management experience, including FINRA Series 7 and 66 licenses. Responsibilities include deepening relationships with financial advisors and clients, ensuring compliant reporting, and analyzing investment scenarios. The position offers a competitive salary range and extensive benefits including healthcare and 401(k) matching. #J-18808-Ljbffr