Strategic Portfolio Advisor, CIO Strategy Lead

A major financial institution in Beverly Hills is seeking a Senior Portfolio Advisor to drive and deliver messaging around investment strategies and products. This role requires collaboration with teams, development of investment strategies, and excellent communication skills. Ideal candidates will have over 10 years of experience and a Bachelor’s Degree, with a preferred Master’s Degree. The competitive salary range is between $170,000 and $300,000, along with comprehensive employee benefits. #J-18808-Ljbffr