Vacancy Description
National Portfolio Manager
Requisition ID: 264044
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to higher net worth MD clients nationally in a hybrid environment and reports to the Director, MDPIC Practice Leadership & Advice. This position partners closely with MD Financial Consultants (FC) to foster, maintain and strengthen client relationships.
The position contributes to the overall success of the MD business line ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. The PM ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Is this role right for you? In this role, you will:**
Be accountable for client discovery, developme...
Requisition ID: 264044
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to higher net worth MD clients nationally in a hybrid environment and reports to the Director, MDPIC Practice Leadership & Advice. This position partners closely with MD Financial Consultants (FC) to foster, maintain and strengthen client relationships.
The position contributes to the overall success of the MD business line ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. The PM ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Is this role right for you? In this role, you will:**
Be accountable for client discovery, developme...
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