Client Portfolio Manager

Location
This position will work out of either our Montpelier or Georgia office locations
Salary
Competitive salary will be based on experience – not a commission-based position
Posted
02 Jun 2022
Closes
02 Jul 2022
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Position Description

As a Client Portfolio Manager, you will work closely with our Investment Team, focusing on managing client relationships, managing and rebalancing client portfolios and generating new business.

Why work with us?

  • Maple Capital is a fast-growing Registered Investment Advisor that is professional and engaging
  • You will work with a team of enthusiastic, hard-working and service-oriented people who are dedicated to continuous improvement

Duties and Responsibilities:

The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties including:

  • relationship management,
  • rebalancing portfolios
  • business development;and
  • special projects as needed

Our next Client Portfolio Manager has:

  • A team player with a great sense of humor
  • A propensity to follow through and ensure that tasks have been completed in a timely manner
  • The ability to handle competing priorities with grace and composure
  • A proclivity to serve clients
  • Strong written and verbal communication skills and is comfortable interacting with colleagues, and clients
  • 3 years of financial services industry experience
  • A Bachelor’s Degree from an accredited college or university
  • A CFA or CFP designation (preferred)

In this position you are probably NOT someone who:

  • Prefers work to flow to you smoothly
  • Struggles working with different or conflicting personalities
  • Gets easily distracted
  • Is uncomfortable sharing mistakes

What’s in it for you?

  • Pay/benefits are competitive based on industry standards.
  • Competitive salary will be based on experience – not a commission-based position
  • Benefits include health care and 401(k)

If interested in the position, please send resume, cover letter and salary requirements.  

Maple Capital Management, Inc. is an Equal Opportunity Employer.

 

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