Senior Director, Wealth Portfolio Strategy

A financial institution seeks a Senior Director, Portfolio Manager in Fort Collins, Colorado. This key role blends investment management with client relationship responsibilities, focusing on portfolio customization for both individual and institutional clients. The ideal candidate will have over 15 years of experience in investment or wealth management, hold a relevant degree and a CFA/CFP designation. Responsibilities include managing portfolios, conducting effective presentations, and mentoring teams. The position offers competitive compensation based on work experience.
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