Portfolio Manager (WM)

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Requirements

• Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients
• Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations
• Prepare and present pitch materials to prospective clients
• Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary
• Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department
• Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee
• Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers
• Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance
• Guide and mentor Investment Analysts on assigned work as needed