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Senior Director, Investments & Client Portfolio Strategy

Waldron Private Wealth, plymouth, mi, United States


A financial services firm in Plymouth, Michigan, seeks a Sr. Director of Investments to oversee client investment engagements and manage a team. The role involves executing investment functions for high net-worth clients, monitoring portfolio strategies, and collaborating across departments to develop comprehensive plans. Candidates should have leadership abilities in investment decision-making and a strong background in managing investment portfolios.
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