Connect Wealth
Position Overview
We are seeking a Portfolio Manager with either 3–5 years of relevant investment management experience or a CFA designation. In this role, you will play a key part in constructing, monitoring, and rebalancing client portfolios, collaborating closely with advisors to ensure investment strategies align with clients’ goals, values, and risk tolerance. About Us
Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are our core values, guiding our commitment to transparent and ethical financial practices. We work to build lasting relationships with empathy and loyalty, ensuring financial well-being for all. Location:
Annapolis, MD (On-site with one remote day per week) Salary:
$85,000–$150,000 plus bonus and commission based on experience and credentials. Responsibilities
Develop and implement portfolio strategies consistent with client objectives and firm philosophy Manage asset allocations, monitor performance, and execute rebalancing as needed Conduct investment research and provide recommendations on funds, equities, and other securities Collaborate with advisors to deliver tailored investment solutions for high-net-worth clients Execute trades and portfolio rebalancing on a regular basis Prepare performance reports and support client reviews with clear communication of results Stay current on market conditions, economic trends, and investment products Ensure compliance with firm policies and regulatory standards in all portfolio activities Ideal Candidate
CFA designation preferred (or working toward CFA) 3–5 years of investment management or portfolio construction experience Strong knowledge of equities, fixed income, ETFs, mutual funds, and alternative investments Proficiency in portfolio management, trading, and reporting tools (Orion, Bloomberg, Morningstar, etc.) Strong analytical, quantitative, and problem-solving skills Excellent communication skills with both clients and colleagues Team-oriented mindset with the ability to work cross-functionally with advisors and operations staff Why Join Us?
At Connect Wealth, you’ll be part of a collaborative team where your expertise directly impacts client success. We value professional growth, transparent decision-making, and empowering our team to deliver exceptional client outcomes. How to Apply
Please upload your resume and a brief cover letter when applying via LinkedIn.
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We are seeking a Portfolio Manager with either 3–5 years of relevant investment management experience or a CFA designation. In this role, you will play a key part in constructing, monitoring, and rebalancing client portfolios, collaborating closely with advisors to ensure investment strategies align with clients’ goals, values, and risk tolerance. About Us
Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are our core values, guiding our commitment to transparent and ethical financial practices. We work to build lasting relationships with empathy and loyalty, ensuring financial well-being for all. Location:
Annapolis, MD (On-site with one remote day per week) Salary:
$85,000–$150,000 plus bonus and commission based on experience and credentials. Responsibilities
Develop and implement portfolio strategies consistent with client objectives and firm philosophy Manage asset allocations, monitor performance, and execute rebalancing as needed Conduct investment research and provide recommendations on funds, equities, and other securities Collaborate with advisors to deliver tailored investment solutions for high-net-worth clients Execute trades and portfolio rebalancing on a regular basis Prepare performance reports and support client reviews with clear communication of results Stay current on market conditions, economic trends, and investment products Ensure compliance with firm policies and regulatory standards in all portfolio activities Ideal Candidate
CFA designation preferred (or working toward CFA) 3–5 years of investment management or portfolio construction experience Strong knowledge of equities, fixed income, ETFs, mutual funds, and alternative investments Proficiency in portfolio management, trading, and reporting tools (Orion, Bloomberg, Morningstar, etc.) Strong analytical, quantitative, and problem-solving skills Excellent communication skills with both clients and colleagues Team-oriented mindset with the ability to work cross-functionally with advisors and operations staff Why Join Us?
At Connect Wealth, you’ll be part of a collaborative team where your expertise directly impacts client success. We value professional growth, transparent decision-making, and empowering our team to deliver exceptional client outcomes. How to Apply
Please upload your resume and a brief cover letter when applying via LinkedIn.
#J-18808-Ljbffr