Portfolio Placements Jobs & Careers
Portfolio Placements Greenwich, CT, 06830
My client, a $750 million money management firm located in Greenwich, CT (walking distance from the Metro North Station) is seeking to hire an experienced Portfolio Administrator to join their firm. The PERSON CURRENTLY IN THIS ROLE IS RETIRING and has been with the firm for over 20 years. The ideal candidate will have 3-5 years of current or real recent Portfolio Administration experience with a...
Portfolio Placements King of Prussia, PA, 19406
My client, 20+ year old $500 million+ RIA located in the Bryn Mawr/Malvern, Horsham Triangle is seeking to hire an experienced Sales Assistant / Financial Advisor Assistant to work for 2 Financial Advisors at their firm. This firm is a 10 minute walk from the local SEPTA Trains station so someone can do a reverse commute from Center City Philadelphia. Duties will include; 1) Handling all the dai...
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