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Remote Client Portfolio Manager
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Remote Client Portfolio Manager
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OneDigital Investment Advisors, LLC is seeking a Client Portfolio Manager to act as a subject matter expert on our investment platform. You will collaborate with advisors and national teams to optimize platform use, discuss portfolios, and oversee implementation including rebalancing and trade oversight. You will craft plans aligned with client goals and risk tolerance and present performance insights to clients. #J-18808-Ljbffr
