PWM Portfolio Manager
$118,170–$144,430 year
On-siteCincinnati, Ohio, United States
Cincinnati, Ohio, United StatesOn-siteFull Time$118,170–$144,430 yearEnterprise
Full TimeEnterprise
Job Summary
Manages individual and/or trust account assets and investment relationships in Private Wealth Management (PWM), aligning with established investment objectives and strategies. Focuses on client account retention to support net portfolio growth and shares responsibility for soliciting, developing, managing, and retaining client relationships within PWM. The role is hybrid with an in-office expectation of 3 or more days per week and flexibility to work outside the office for other days.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
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