Senior Investment Portfolio Strategy Lead

A financial services firm based in Milwaukee seeks an experienced professional to deliver exceptional client experiences in investment management. The role requires developing business strategies, managing investment proposals, and ensuring compliance with regulations. Ideal candidates should have over 7 years of experience and an MBA or finance certification, with a strong emphasis on portfolio management and fiduciary law expertise. This position comes with a competitive salary range, ensuring a robust compensation package. #J-18808-Ljbffr