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PFMAM OCIO Specialist
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- PFM Asset Management (PFMAM) is currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for its discretionary investment advisory practice as an OCIO Specialist.
- In terms of client segments, this position will be focused on Public, Taft Hartly (Labor Union), Non-Profit, and Corporate entities.
- Five or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
- FINRA series 6 and 63 licensed or complete series 6 and 63 testing within 120 days of start date
- Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.
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