POSITION SUMMARY:The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team whoassists Financial Advisors / Private Wealth Advisors with the development and execution investmentstrategies based on client goals. The Portfolio Management Associate Director works with the FinancialAdvisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting oninvestment activity and performance and communicates effectively with clients regarding theiraccounts, market conditions and economic trends. This role requires an in-depth understanding ofmarket conditions, trends, and economic trends.DUTIES and RESPONSIBILITIES:
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