About this opportunity
AssetMark lists this Senior Private Wealth Portfolio Manager opportunity in town of charlotte, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
AssetMark is seeking a Client Portfolio Manager to help build our Private Wealth business from the ground up in Charlotte, NC. You will work with high-net-worth advisors and clients, shaping portfolio strategy and delivering personalized investment guidance with cross-functional teams.
You’ll develop investment commentary, advisor materials, and client communications, ensuring portfolios stay aligned with objectives and market conditions.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.