Clearstead Advisors LLC is seeking an experienced investment professional to lead portfolio construction, implementation of strategy and proactive oversight in line with the Clearstead Investment Philosophy.
The role involves creating complex investment analyses, presenting portfolio proposals, conducting live portfolio reviews, and maintaining strong client service with a focus on growth and managing relationships with high-net-worth clients.
#J-18808-LjbffrClient-Facing Portfolio Management Director in cleveland at Unknown Company
This position is listed as full time and onsite.