BMO Financial Group in New York is seeking a seasoned investment professional to lead client relationships and translate fiduciary expertise into actionable investment strategies.
You will analyze risk, develop model portfolios, and present investment proposals to clients and senior leaders. The role requires 7+ years of experience, MBA/finance credentials, and strong regulatory knowledge for compliant decision making.
#J-18808-LjbffrSenior Portfolio Manager: Wealth Strategy & Growth in northern at Unknown Company
This position is listed as full time and onsite.