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Bluestone Wealth Partners Director of Portfolio Management in Westerville, Ohio

Bluestone Wealth Partners seeks Director of Portfolio Management (Westerville, OH) to devise and implement investment strategies and processes to meet unique client needs and will be a critical contributor to our overall company growth and our overall client satisfaction. Has continuous oversight over portfolios and makes decisions on when to buy and sell for a broad array of individual, family, and trust portfolios, generally balance but subject to the special needs of each client. Other duties as assigned. Work from home available within a commuting distance. Requires: Bachelor's in Mathematics, Finance, or related field (or foreign equivalent); 6 years of experience in the job offered or related occupation. 6 years of experience in Investment Management, Financial Planning, or Brokerage that included communicating complex and detailed information related to investment management process and portfolio construction. Demonstrated ability with Microsoft Office such as Excel, Word, or Powerpoint; Demonstrated ability with building client relationships. Job is contingent on the individual passing their Series 7-General Securities Representative Exam within six months of employment in the position. Resumes to: Sydnee Kozberg, Sydnee.kozberg@bluestonewp.com.

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