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Asset Mark Financial Holdings

Client Portfolio Manager

Charlottehybridmanager$140K – $155K

Posted 6 days ago · via Workday

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About this role

Job Description: The Job/What You'll Do: This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams. This is a highly visible role where you'll help shape portfolio strategy, develop investment thought leadership, and influence the future of AssetMark's Private Wealth offering. If you're passionate about investing, enjoy building relationships, and want to make a meaningful impact from day one, we'd love to meet you.…

Read the full description on Asset Mark Financial Holdings's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Charlotte. We weight your proximity and willingness to relocate.

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Skills in this role

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