Portfolio Manager-Investment Management Group

About the role

Rockland Trust is seeking a Portfolio Manager to join our Investment Management Group. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families.

Responsibilities

• Serve as the primary investment advisor for high-net-worth clients, delivering tailored portfolio strategies and ongoing investment guidance through regular in-person meetings.
• Lead and participate in client meetings—both independently and alongside Relationship Managers—with a strong emphasis on in-person portfolio reviews and relationship development.
• Build deep, trusted relationships with clients by maintaining a consistent on-site presence and proactively engaging in discussions around performance, goals, and market conditions.
• Partner closely with Relationship Managers to deliver a seamless, team-based client experience, supporting both ongoing relationships and new business development.
• Collaborate with internal financial planners, trust officers, private bankers, and other specialists to integrate investment strategies into comprehensive wealth plans.
• Design, implement, and actively manage customized portfolios aligned with client objectives, risk tolerance, tax considerations, and liquidity needs.
• Clearly communicate portfolio positioning, performance results, and market insights in a consultative, client-friendly manner during live meetings and reviews.
• Participate in prospect meetings, presenting investment philosophy and capabilities with confidence and a client-focused approach.
• Execute the firm’s investment philosophy through asset allocation, security selection, and manager due diligence across asset classes.
• Stay actively engaged in investment committee discussions, research initiatives, and portfolio strategy development.
• Ensure portfolios remain aligned with client mandates, internal policies, and regulatory requirements.
• Maintain detailed documentation of client interactions, portfolio decisions, and investment rationale.
• Contribute to continuous improvement in client experience, reporting standards, and investment processes.

Qualifications

• Experience: 5+ years of direct portfolio management experience serving high-net-worth clients, with a strong track record of managing discretionary portfolios and leading client relationships.
• Education: Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA or advanced degree preferred.
• Credentials: CFA® or CFP designation a plus; progress toward CFA or similar credential considered.
• Technical Skills: Experience with Bloomberg, FactSet, Morningstar, or similar investment platforms preferred.

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well-being. Benefits include: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!

At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency: Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.