
Senior Investment Portfolio Leader | Strategy & Growth
BMO Financial Group, Milwaukee, Wisconsin, United States, 53244
A leading financial services company is seeking a candidate for a role focused on delivering high-quality sales and service to clients. Responsibilities include developing client relationships, managing investment proposals, and providing expertise in fiduciary law and portfolio management. An ideal candidate is a seasoned professional with 7+ years of experience and strong analytical skills. The position offers a competitive salary and opportunities for growth within a supportive team environment.
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