Strategic Client Portfolio Lead, Custom Equity Platform

A financial investment firm located in Atlanta is seeking a Client Portfolio Manager to serve as a key liaison between client-facing teams and the investment team. This role involves building and maintaining relationships with clients, conducting presentations, and providing portfolio insights to enhance client satisfaction. Ideal candidates will have 5-8 years of relevant experience, strong technical skills, and a desire to engage effectively with advisors and clients. The position offers a competitive salary range of $150,000 - $180,000 annually, plus incentives. #J-18808-Ljbffr