Wealth Management-Investment Portfolio Manager

About the role

The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company investment objectives. The role supports client retention and business growth, partnering closely with a Trust Officer to help grow, expand, and retain Wealth Management relationships. Although not always the primary relationship manager, the Portfolio Manager may serve in a co-relationship capacity. The role requires effective use of technology and digital tools to improve efficiency, scale the business, and create more time for meaningful client engagement.

Three key components of the role:

• Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines. Makes sound and timely investment decisions and uses technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight.
• Relationship Management – Grows, expands, and retains client relationships through responsive service and proactive outreach that enhances the client experience. Identifies opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth. Uses technology to improve responsiveness and create more time for meaningful client interaction.
• Financial Planning – Partners with clients and internal teams to align investment strategies with broader financial goals, helping ensure recommendations support each client’s overall wealth planning needs. Uses planning tools and technology to increase consistency, efficiency, and scalability.

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of investment experience

Preferred Skills/Experience

• Thorough understanding of investment management
• Strong knowledge of finance, economics, and general business
• Effective sales and relationship management/client services skills
• Ability to effectively present investment strategies to clients
• Ability to make critical decisions independently
• Excellent interpersonal and verbal and written communication skills
• CFP, CFA, or ChFC certification preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

Pay Range: $111,605.00 - $131,300.00