Senior Investment Strategist & Portfolio Lead

A wealth management firm in Plymouth Meeting, PA, is seeking an experienced professional to manage and analyze client portfolios, conduct due diligence on investment managers, and support wealth management goals. This role requires 10+ years in investment management with a client-centric approach. Candidates should possess a CFA or similar designation and a strong proficiency in portfolio management software. This position offers comprehensive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr