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Lead institutional sales for CMO mortgage products, drive business development, cultivate client relationships, present to institutional investors, exceed revenue targets, represent the firm at client and industry events, and travel as needed to support sales initiatives.

The Senior Portfolio Manager will manage discretionary portfolios, lead client relationships, and collaborate on investment decisions, focusing on high-net-worth clients.

Lead institutional sales for CMBS products, develop and maintain deep client relationships, generate revenue, exceed targets, present to clients, represent firm at events, and travel as needed.

Provide high-touch client service and operational support to financial advisors and high-net-worth clients, including onboarding, account maintenance, asset movements, billing and performance reporting, tax information gathering, CRM maintenance, compliance communication, relationship management, and trade execution/error resolution.

Develop and maintain relationships with high-net-worth clients, provide investment and fiduciary advice, implement and monitor discretionary portfolios and financial plans, and drive business development to onboard new clients.