Unknown Company

Hybrid Client Portfolio Manager - Custom Equity Platform

seattle, wa • Posted 1 weeks ago
Hybrid Full Time Finance
A leading investment firm in Seattle is seeking a Client Investment Consultant to grow and retain business by representing the investment team and strategies to clients. You will engage with wealth management advisors, participate in pitches, and support distribution efforts. The ideal candidate has 5-8 years of client-facing investment experience, strong communication skills, and a degree in business. This role offers flexible time off and a hybrid work model.
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