Institutional Client Specialist - Hybrid & Growth

A financial management firm located in Oaks, Pennsylvania, is seeking a skilled individual to manage institutional client portfolios. This role involves building client strategies, creating presentations, and collaborating with teams to support client investment goals. Candidates should have a degree in Finance or related fields, with 3-5 years of experience in investment management. The position offers a hybrid work schedule and a comprehensive benefits package including health care, a retirement plan, and flexible paid time off. #J-18808-Ljbffr