Sr. Client Portfolio Manager
Eastern BankBoston, Massachusetts, United States
Posted February 24, 2026
Full Time
About the Company
Eastern Bank, founded in 1818, is Greater Boston's leading local bank and the largest bank-owned independent investment advisor in Massachusetts. With approximately 110 locations across New England, Eastern Bank offers a comprehensive range of banking and wealth management solutions through its Cambridge Trust Wealth Management and Private Banking divisions. The company is known for its strong community support, having donated over $240 million since 1994, and for fostering an inclusive culture that values relationships with customers, colleagues, and communities.
Job Description
Manages and advises individual client portfolios across global equities and bonds, contributes to research process, and communicates with clients to ascertain investment objectives and constraints.
Requirements
- Bachelor’s degree in business, finance or related field
- CFA/CFP designation or other advanced certification
- Minimum 12 years of experience in investments in research or client portfolio management position
- Strong knowledge of global markets, economics, and portfolio construction
- Excellent written and verbal communication skills
Benefits
- Medical, dental, vision, life and disability insurance
- Retirement
- Vacation
- Tuition reimbursement
