Manager, Trust Portfolio

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JOB FUNCTION / SUMMARY :

The Manager, Wealth Portfolio Management is primarily responsible for managing the most complex bond and equity investment portfolios for Trust clients and leads a team of Portfolio Managers who are responsible for business development, relationship management and portfolio management. This position is responsible for maintaining a client focused culture by directing and monitoring sales, retention and compliance activities for the team and communicating regularly with assigned line of business (LOB) within Wealth Management regarding client communication, investment strategy, client discovery, account assignments and retention, and sales calling.

ESSENTIAL DUTIES & RESPONSIBILITIES :

• Assists team members with complex account relationships and guides members of the team in matters relating to client interaction and portfolio construction.
• Provides advice and guidance to assigned LOB managers and team members on asset management strategies and processes that may assist in acquiring or retaining clients.
• Develops methodologies for investment strategies and / or is involved in the ongoing process of reviewing and modifying existing methodologies.
• Undertakes projects to enhance business offerings, workflow, and client and associate experience.
• Determines investment strategies for clients, shareholders, or advisors in the form of a separately managed account, mutual fund, or some type of collective vehicle.
• Participates in the marketing and distribution of separately managed account strategies and own managed mutual funds to 3rd party advisors and due diligence teams.
• Cultivates and maintains relationships with investment clients and prospective clients, including high net worth individuals.
• Meets with current and prospective clients to explain investment services and to obtain background data on personal finances.
• Assists clients in developing investment strategies based on the bank's investment philosophy and client's investment objectives.
• Recommends specific investments based upon strategies and objectives developed with clients.
• Keeps abreast of developments in the financial markets and legal and tax consequences of investment decisions using fundamental and technical research to arrive at sound and timely investment recommendation.
• Initiates actions to execute the purchase and sale of investment securities.
• Provides advice and guidance to less experienced Portfolio Managers.
• May participate in securities analysis and SMA strategy management.

SUPERVISORY RESPONSIBILITIES :

Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to portfolio managers and is responsible for the coordination and evaluation of the assigned unit. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE :

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :

Equal Opportunity / Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.