Portfolio Manager II

Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.

Job expectations include helping teams to drive client retention and business development, while mentoring associates.

- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives - Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews - Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate - Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis - Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks - Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients - Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field - Knowledge of fiduciary and financial products and services through extensive related work experience - Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients - Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school - Skills and experience in negotiating, delegating, leadership, superior client service and relationship management

- Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience - Graduate Degree such as MBA or JD preferred - Holds appropriate credentials such as CPA, CFP and/or CFA designation - The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.