Portfolio Strategist

Syracuse, NY

Portfolio Strategist/Relationship Manager

30B+ AUM Wealth Management


Nationally recognized and well established 30B+ AUM Wealth Management Firm seeks a Portfolio Strategist/Relationship Manager provide strategic investment and asset allocation advice and manage relationships for a select group of high net worth client relationships.

Not a business development role, no portable book of business required


  • Collaborative culture comprised of comprehensive financial planners, deep trust administration and estate planning capabilities, and a robust investment management team
  • Excellent opportunity to make an impact as the Firm continues to evolve to best service their clientele
  • The Firm has a history of retaining and promoting talent Requirements


  • Track record of successfully managing relationships with high net worth clientele with the ability to construct portfolio’s and advise on asset allocation

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.