Senior Investment Strategist & Portfolio Architect

A premier Wealth Management firm in Plymouth Meeting, PA seeks an experienced investment professional to manage and analyze client portfolios. Candidates should have 10+ years in investment management with institutional clients and a strong preference for CFA designation. Responsibilities include portfolio implementation, ongoing monitoring, and thorough investment research. The role offers comprehensive benefits, including medical, dental, and vision insurance, contributing to a culture of growth and stability. #J-18808-Ljbffr