Senior Portfolio Strategy & Client Advisory Lead

A financial services company in Milwaukee seeks a dedicated professional to deliver exceptional service to investment clients. The ideal candidate will have over 7 years of experience, profound knowledge of portfolio management, and the ability to provide strategic leadership. Responsibilities include developing investment proposals, ensuring compliance, and fostering client relationships. The position offers a compensation range of $91,800.00 - $171,000.00, plus benefits such as health insurance and retirement plans. #J-18808-Ljbffr