When you step into the role as Associate Portfolio Manager at Triad Wealth Partners, LLC (“Triad Wealth”) you’re not just starting a job, you’re entering a new phase in your career as a builder, leader, and visionary. That’s because, at Triad Wealth, we’re not just going with the flow of our space: we’re re-directing the trajectory of our entire industry. In this role you will be a key member of Triad Wealth’s Investment Team and will be responsible for both portfolio and relationship management between Triad Wealth and our advisor clients. The Associate Portfolio Manager will work closely with the team, led by our Chief Investment Officer, to ensure the highest standard of client service while providing investment recommendation in line with our firm's investment philosophy and approach. Other responsibilities include collaborating on investment & market research and the development of any related content, monitoring advisor portfolios for risk and working cross functionally with all Triad Wealth departments during client onboarding and integration projects. This role combines investment expertise with strong interpersonal and relationship management skills to deliver exceptional advisor and client experiences.