
Senior Equity CPM — Client Strategy & Communications
Western & Southern Financial Group, Cincinnati, OH, United States
A leading financial services firm is seeking a Senior Equity Client Portfolio Manager to enhance client relationships and communicate investment strategies. The role requires a Bachelor's and preferably an MBA or CFA, along with over 10 years of relevant experience in client portfolio management. Strong analytical and communication skills are critical as this role bridges interactions between investment teams and clients, while also leading presentations and portfolio reviews in a collaborative office environment in Cincinnati, Ohio.
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