Remote Portfolio Specialist Jobs
Remote portfolio specialist jobs are open across asset management, wealth management, insurance, and financial services at remote-first firms and distributed teams. Companies hiring remotely right now include CohnReznick, AMBU, and City National Bank, with openings from analyst-level support roles to senior portfolio specialist positions. See the openings below and apply to the ones that match your experience.
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Job Title: Clinical Sales Specialist, Endoscopy – Ecosystem Portfolio (Respiratory, Urology, ENT)
Reports To: Regional Sales Director (RSD), Endoscopy – Full Portfolio
Position Summary:
Ambu is a global industry leader with the soul of a startup. Our dedicated and passionate team members are driven by our mission to save lives and improve patient care through innovative medical devices and industry changing single use scopes. We are led by our values: Take Charge, Team Up, and Be True.
The Clinical Sales Specialist (CSS) serves as a field-based expert, partnering with Territory Managers (TMs) and RSDs to drive product utilization, strengthen customer relationships, and elevate the Ambu value story through education, clinical excellence, and health economics. This role requires a highly motivated, clinically knowledgeable individual who thrives in a fast-paced, cross-functional environment and is passionate about improving patient outcomes and healthcare efficiency through single-use innovation.
Essential Functions & Responsibilities:
Ecosystem & Account Ownership
- Partner with RSDs, ASDs, and TMs across all three franchises (Respiratory, Urology, ENT) to support strategic hospital and IDN accounts through the full endoscopy ecosystem.
- Collaborate with RSDs, ASDs, and TMs to execute sales activities in alignment with the Ambu Way of Selling – from lead identification to close and post-sale support.
- Collaborate cross-functionally to identify overlap opportunities and expand Ambu’s footprint within shared health systems.
- Maintain active coverage in the Top 20–30 regional accounts, ensuring training, compliance, and usage growth across all scope categories.
- Track utilization metrics and proactively identify volume growth or risk trends.
Clinical & Case Support
- Provide technical and clinical support during procedures, ensuring successful adoption and customer confidence in Ambu’s endoscopy portfolio.
- Serve as the clinical subject matter expert (SME) for Respiratory, Urology, and ENT applications, maintaining competency in all Ambu scope platforms.
- Support case coverage for new product trials and conversions.
- Conduct in-service training, onboarding sessions, and refresher workshops for physicians, nurses, and staff.
Salesforce & Data Accountability
- Enter all activities, case coverage, and training events into Salesforce within 24 hours to maintain accurate visibility across franchises.
- Support RSDs in pipeline management by logging leads, opportunity stages, and clinical trial results.
- Track training metrics and usage data for assigned accounts.
- Ensure that all case feedback, competitive intelligence, and physician insights are documented and shared.
Lead Generation & Territory Expansion
- Identify new opportunities through consistent presence in clinical areas (OR, GI Lab, Bronch, Urology Clinic, ENT Suite).
- Work alongside TMs to generate qualified leads, schedule demos, and coordinate follow-ups.
- Collaborate with Marketing and Integration teams to deliver Health Economics (HE) presentations and ROI calculators to justify single-use adoption.
- Participate in regional blitzes, trade shows, and targeted campaigns for new product launches.
Collaboration & Communication
- Serve as a bridge between sales, marketing, and clinical education to ensure seamless execution across all Ambu product lines.
- Communicate regularly with cross-functional partners (contracting, marketing, integration, and clinical education) to align on key priorities.
- Support field rides with leadership and assist in trial coordination and post-conversion follow-up.
- Model Ambu’s core values: Take Charge, Team Up, Be True in every interaction.
Performance Criteria
- Ambu Way of Selling: Adhere to and consistently apply the Ambu Way of Selling sales methodology to all sales activities.
- Utilization Growth: Drive increased procedural volume and repeat use within converted accounts across all three specialties.
- Top Account Penetration: Maintain engagement in the region’s top accounts, ensuring training and usage expansion.
- Salesforce Compliance: 100% activity reporting on cases, leads, and training.
- New Account Support: Assist with new account launches each quarter.
- Cross-Franchise Collaboration: Active participation in ecosystem meetings and alignment sessions with multiple RSDs/TMs.
- Health Economics Proficiency: Deliver HE presentations and ROI tools quarterly with the sales team.
Career Development & Learning Opportunities
- Exposure to multi-specialty selling and cross-franchise collaboration within the Ambu Endoscopy ecosystem.
- Opportunities for advancement into Territory Manager, Field Sales Trainer, and future field roles.
- Ongoing professional development in clinical excellence, health economics, leadership, and data-driven selling.
- Participation in national and regional tradeshows, new product launches, and advanced procedural training programs.
Qualifications & Experience:
- Bachelor’s degree or equivalent work experience.
- Minimum of 5 years of applicable clinical or medical device experience.
- Clinical knowledge of Respiratory, GI, Urology, or ENT procedures preferred.
- Strong communication, organization, and time-management skills.
- High business acumen with experience leveraging CRM tools, data analytics, and health economics.
- Must reside within assigned region and possess a valid driver’s license.
Travel:
Up to 75%; occasional evenings and weekends are required.
AAP/EEO Statement
Ambu provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
#LI-Remote
About Ambu
Ambu has been bringing the solutions of the future to life since 1937. Today, millions of patients and healthcare professionals worldwide depend on the efficiency, safety and performance of our single-use endoscopy, anaesthesia, and patient monitoring solutions. We continuously look to the future with a commitment to deliver innovative quality products that have a positive impact on patient care and the work of healthcare professionals. Headquartered near Copenhagen in Denmark, Ambu employs approximately 4,500 people in Europe, North America and the Asia Pacific.
For more information, please visit ambu.com or follow us on LinkedIn.
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Who's Hiring



What Employers Look For
The qualifications that appear most often in remote portfolio specialist jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Experience with portfolio accounting or investment reporting platforms such as Advent or Factset
- Proficiency in Excel including advanced modeling, pivot tables, and data manipulation
- Knowledge of performance measurement and attribution methodologies
- Strong written and verbal communication skills for client-facing reporting
- CFA designation or progress toward CFA charterholder status preferred
Tips for Your Remote Portfolio Specialist Job Search
Show async communication skills up front
Remote portfolio specialist employers screen for written clarity before interviews. Lead your resume and cover letter with examples of client updates, investment summaries, or reporting you delivered through written channels without in-person follow-up.
Highlight your portfolio management software proficiency
Remote teams depend on shared platforms to collaborate on portfolios. Name the specific tools you use, such as Orion, Tamarac, or Salesforce Financial Services Cloud, so hiring managers can place you on a distributed team immediately.
Apply early to remote roles that fit
Migrate Mate lists remote portfolio specialist openings from across the U.S. in one place, so you can find roles that match your background and apply directly without filtering through unrelated listings.
Prepare for a remote-first interview process
Many distributed firms conduct all rounds over video and may send a written case study in lieu of a whiteboard exercise. Practice explaining portfolio allocation decisions clearly in writing and over video before your first screen.
Remote Portfolio Specialist Jobs: Frequently Asked Questions
How do I get a remote portfolio specialist job?
Target remote-first asset managers, robo-advisory platforms, insurance carriers, and fintech firms, which hire portfolio specialists on distributed teams without requiring in-office presence. Remote employers screen heavily for self-direction, clear written communication, and proficiency with portfolio management software and CRM tools. Candidates who demonstrate async collaboration habits and can document client outcomes in writing stand out most.
Which companies hire remote portfolio specialists?
Remote portfolio specialist roles are posted by CohnReznick, AMBU, and City National Bank and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first wealth management firms, insurance carriers, and fintech platforms that run distributed client-facing teams.
Can you get a remote portfolio specialist job with no experience?
Yes, but remote entry-level portfolio specialist roles are competitive because employers expect you to work independently from day one with minimal oversight. Smaller remote-first fintechs and insurance firms are more likely to hire junior candidates. A relevant certification, demonstrated portfolio analysis projects, or client-service experience in financial services can open the door.
Do you need a degree for remote portfolio specialist jobs?
Not always, though many employers prefer a finance, economics, or business background. Remote hiring managers weigh hands-on portfolio analysis skills, relevant certifications like the CIMA or CFP, and a documented ability to manage client relationships independently just as heavily as formal credentials.
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