Senior Portfolio Manager
Rkl · Lancaster, PA
The role
The Senior Portfolio Manager is responsible for managing the firm's investment strategy, overseeing client portfolios, and ensuring alignment with internal stakeholders. They consult with clients, develop asset allocations, and implement investment strategies while maintaining compliance with regulations. The role requires a bachelor's degree, 7+ years of experience in investment advisory, and relevant certifications such as FINRA Series 65 or 7 and 66, CFA, or CFP.
- Location
- Lancaster, PA
- Level
- Senior
- Experience
- 7+ yrs
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 30 days agothe first time we saw it
Experience and education
- 7+ years of relevant experience
Key skills
- portfolio management
- trading
- market structure
- finra series 65
- finra series 7
- finra series 66
- cfa
- cfp
- caia
- crm tools
- microsoft office suite
- word
- excel
- powerpoint
- outlook
- financial planning software
- bloomberg
- charles schwab
- tamarac
- investment strategy
- asset allocation
- client relationship management
- financial analysis
- research
Extracted from the employer’s posting. Read it in full on Rkl’s careers page
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