Portfolio Manager

Portfolio Manager III

What You Will Be Doing

In this role as a Portfolio Manager III, your primary responsibility will be to provide portfolio management for individual clients of the Wealth Management Group, which will encompass:

  • Cultivating and maintaining relationships with numerous sources of new business, including company officials, life underwriters, attorneys, accountants, and social acquaintances
  • Meeting with prospects to explain the company's investment & trust services, discussing the advantages of proper planning, and obtaining background data on corporate or personal finances, family relationships, and employee status

Responsibilities also include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business. Manage investment & fiduciary accounts and advising clients in asset allocation and investment options and participate in the account review process with the timely completion of annual portfolio reviews.

You should have developed a full book of clients and have an ability to handle more complex client relationships and portfolios. Additionally, you will serve as a mentor for other members of the department and take a lead role in helping set the department’s investment direction.

What You Need for this Position

  • Bachelors’ degree (B.A. or B.S.) from an accredited four-year college or university
  • Equivalent combination of at least 3 to 5 years of new business development and portfolio management experience
  • Advanced degree or CFA preferred

What’s In It for You

  • Vacation
  • 401(k)
  • Medical
  • Dental
  • Vision
  • Flexible Spending

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