Portfolio Manager, Private Asset Management

TL;DR

Portfolio Manager, Private Asset Management (Wealth Management): Individual client-facing investment management with an accent on private asset portfolios. Focus on managing client investments and ensuring compliance with regulatory requirements.

Company

hirify.global, a financial services provider focused on wealth management.

What you will do

• Manage private asset portfolios for individual clients.
• Handle client-facing investment responsibilities.
• Perform additional responsibilities as outlined in the role.

Requirements

• FINRA Registrations required.
• Required Qualifications.
• Educational Requirements.
• Work Experience at specified level.
• Physical Requirements.

Nice to have

• Preferred Qualifications.

Culture & Benefits

• Culture of Impact.
• Benefits and Total Rewards.
• Equal Opportunity employer.
• Accessibility Support.
• Drug and Smoking Policy.