ASSOCIATE DIRECTOR, PORTFOLIO SPECIALIST
Cresset•Reston, VA
498d•$100,000 - $150,000
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About The Position
The Associate Director, Portfolio Specialist at Cresset is responsible for providing comprehensive investment support to Wealth Advisors, ensuring optimal investment outcomes for clients. This role involves developing investment presentations, implementing client portfolios, and maintaining investment policy statements, while also collaborating with various teams to enhance investment strategies and client service. The position is designed for long-term growth within the firm, with potential pathways to senior roles in portfolio management or wealth advising.
