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Sr Portfolio Manager
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- committed to social responsibility and investing in our communities through volunteering and charitable giving.
- We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience.
- The Senior Portfolio Manager manages investment activities for fee revenue producing accounts.
- Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
- CFA or other advanced designation such as CPA or CFP
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