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Senior Portfolio Implementation & Advisor Liaison

Trilogy Financial Services, Inc., Denver, CO, United States


A financial services firm in Denver is seeking a Portfolio Manager to serve as the primary liaison for financial advisors. This role requires strong communication skills and deep investment expertise to translate complex strategies into actionable guidance. The successful candidate will manage complex investment cases and optimize portfolios, collaborating closely with teams to ensure client objectives are met. A BA/BS in Finance or Economics and a minimum of 5 years of experience is required, with a CFA designation preferred. #J-18808-Ljbffr