Description
Advyzon Investment Management is hiring a Client Portfolio Manager to help advisory firms and financial advisors migrate client accounts onto its TAMP platform. The role involves understanding investment tools and strategies, mapping accounts to investment solutions, conducting manager selection and portfolio construction, supporting tax optimization, communicating with advisors and internal teams, and contributing to technology and marketing materials. The position reports to the Head of Client Portfolio Management and requires a bachelor’s degree, at least seven years of investment experience, and strong financial markets, communication, analytical, and organizational skills.
