Seeking an experienced Portfolio Manager in Wealth Management to deliver exceptional client service, manage investment portfolios, and develop tailored strategies.
Responsibilities include proactive client contact, portfolio analysis, participating in investment committees, and supporting business growth.
Qualifications include a bachelor's degree (master's preferred), CFA designation (strongly desired), 15+ years of relevant experience managing high-net-worth clients, and strong analytical and communication skills.
Location is flexible within MA, RI, and CT, with options for remote or hybrid work.
Compensation ranges from $125,000–$175,000 plus bonuses and a comprehensive benefits package.
Our culture emphasizes collaboration, inclusion, and professional growth, with equal employment opportunity commitments.