What are the responsibilities and job description for the Investment Portfolio Manager position at Obermeyer Wealth Partners?
Key Responsibilities:
- Support the advisory team to manage client relationships: conduct portfolio reviews, develop financial plans, research personal finance topics, and monitor portfolios.
- Collaborate with colleagues on large projects: identify opportunities to enhance processes, create efficiencies, and deliver greater value to clients.
- Maintain client databases and utilize workflows: leverage advanced financial tools and technology platforms to streamline processes and better serve clients.
