Investment Portfolio Manager for Wealth Management

2 weeks ago

Tarrytown, New York, United States Citizens Financial Group, Inc. Full time
Position Overview

Citizens Private Bank is advancing its commitment to enhancing Wealth Management services, expanding Business Banking, increasing deposits, and penetrating key growth markets. We seek skilled professionals with a proven history of providing exceptional client experiences that foster enduring client loyalty. A prominent industry leader has been appointed as the Head of Citizens Private Wealth Managers to spearhead this initiative. This leader is actively working to attract elite wealth managers and their teams from across the nation to expand our operations. Citizens Private Wealth currently oversees and advises on assets exceeding $20 Billion, delivering a comprehensive range of services, expertise, and research while maintaining a personalized focus on each client's distinct needs.

Role Responsibilities
The Wealth Portfolio Management Group is tasked with the daily oversight of client portfolios. The Wealth Portfolio Manager delivers portfolio management services for ultra-high-net-worth individuals and institutional accounts within the Private Bank, ensuring compliance with all regulatory requirements. This role is positioned in the middle office and does not involve direct client interaction. Responsibilities include managing day-to-day strategies, objectives, risk/return profiles, and liquidity requirements for clients. The portfolio manager collaborates with internal teams, including client-facing wealth advisors, to gain insights into client needs and restrictions, ensuring effective portfolio management.
  • Oversee investment, trust, and institutional accounts.
  • Rebalance portfolios in accordance with the client's investment policy statement, guided by the asset allocation strategy team and advisory team.
  • Accountable for initial funding allocations, annual account evaluations, initial account assessments, concentrated asset management, and divestiture strategies.
  • Review and address exception reports related to asset allocation and performance discrepancies.
  • Possess a deep understanding of client relationships to formulate investment strategies that align with the firm's objectives while meeting client expectations.
Qualifications
  • Extensive experience in the financial services sector is essential.
  • A demonstrated enthusiasm and comprehension of investment solutions.
  • In-depth experience with ultra-high-net-worth investment offerings, utilizing sophisticated investment products.
Minimum Requirements:
  • 3-10 years of experience in investment portfolio construction.
  • 3-10 years of experience in asset allocation analysis.
Preferred Qualifications:
  • Familiarity with Investment Policy Statements.
  • Experience in performance review and analysis.
  • Background in portfolio construction and trading.
Educational Background:
  • Bachelor's Degree is required.
  • Master's Degree is a plus.
  • CFA certification is strongly preferred or at least Level III completion.
Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday to Friday
About Citizens

Commitment to Equal Employment Opportunity

At Citizens, we prioritize diversity, equity, and inclusion, treating every individual with respect and professionalism. Employment decisions are based solely on experience, performance, and capabilities. Citizens, along with its parent company, subsidiaries, and affiliates, provides equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital status, military or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other category protected by applicable laws.

Citizens is a brand name of Citizens Bank, N.A. and its respective affiliates.

Privacy Policy

  • Senior Wealth Management Portfolio Strategist

    2 weeks ago

    Tarrytown, New York, United States Citizens Financial Group, Inc. Full time

    Position Overview Citizens Private Bank is advancing its mission to enhance Wealth Management services, expand Business Banking, increase deposits, and grow in strategic markets. We seek skilled professionals with a proven history of providing exceptional client experiences that foster enduring loyalty. A prominent industry figure has been appointed as the...

  • Wealth Portfolio Manager III

    3 days ago

    Tarrytown, New York, United States Citizens Full time

    About the RoleCitizens Private Bank is seeking a highly skilled Wealth Portfolio Manager III to join our team. As a key member of our Wealth Management Group, you will be responsible for the day-to-day management of client portfolios, providing portfolio management services for ultra-high-net-worth clients and institutional client accounts.Key...

  • Scientific Innovation Portfolio Manager

    1 day ago

    Tarrytown, New York, United States Siemens Full time

    About the RoleWe are seeking a highly skilled Scientific Innovation Portfolio Manager to join our team at Siemens Healthineers. As a key member of our Innovation and Growth Product Portfolio Management and Marketing Team, you will be responsible for leading and executing a diverse innovation project portfolio.Key ResponsibilitiesManage the Center in...

  • Private Wealth Management Tax Administrative Assistant

    5 days ago

    Tarrytown, New York, United States Citizens Full time

    Job SummaryThe Private Wealth Management Tax Administrative Assistant plays a crucial role in the tax compliance process. As a PWM Tax Administrative Assistant, you will provide administrative and clerical support to the Tax Department.Key ResponsibilitiesDatabase Management: Maintain and update tax databases on a daily basis, tracking clients, deadlines,...

  • Lead Trust Relationship Manager

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Lead Trust Relationship ManagerBase Salary Range: $101,600 - $169,300 annuallyAt Midland States Bank, the base salary is one aspect of our Total Rewards program. The precise compensation is influenced by factors such as education, skills, internal equity, and experience. This role also provides additional compensation through short-term incentives (i.e.,...

  • Accounts Receivable Manager

    6 days ago

    Tarrytown, New York, United States Frontier Management (OR) Full time

    Job SummaryWe are seeking an experienced Corporate Billing Director to oversee all aspects of accounts receivable management, ensuring accurate and timely billing, collections, and revenue cycle management for our nursing home billing office. The ideal candidate will have a strong background in healthcare billing, revenue cycle management, or accounts...

  • Senior Project Manager

    5 days ago

    Tarrytown, New York, United States Unisys Full time

    About the RoleWe are seeking a highly experienced Senior Project Manager to lead our business transformation initiatives. As a key member of our team, you will be responsible for delivering complex projects that drive business growth and improvement.Key ResponsibilitiesProject Management: Develop and execute project plans, ensuring timely and within-budget...

  • Condominium Operations Manager

    1 week ago

    Tarrytown, New York, United States Westchester Property Management Group Full time

    Job OverviewWe are looking for a committed Condominium Operations Manager to manage the daily functions of our residential properties. The successful candidate will play a key role in ensuring that the properties are maintained to high standards while fostering positive relationships with property owners.Key Responsibilities:Leading property management firm...

  • Financial Planning Associate

    3 days ago

    Tarrytown, New York, United States Citizens Full time

    Job SummaryCitizens, a leading wealth management firm, is seeking a highly motivated and detail-oriented Financial Planning Associate to join our team. As a key member of our financial planning department, you will play a critical role in preparing, finalizing, and following through with all work products for our financial planning advisors.Key...

  • Senior Financial Manager

    6 days ago

    Tarrytown, New York, United States Creative Financial Staffing Full time

    About Our ClientCreative Financial Staffing is proud to partner with a nonprofit organization dedicated to mobilizing their community to address its greatest challenges through volunteerism and civic engagement. Their mission is to create a vibrant, resilient, and equitable community.Position SummaryWe are seeking an experienced and strategic Financial...

  • Operations Manager

    6 days ago

    Tarrytown, New York, United States Marriott International Inc Full time

    About the RoleWe are seeking an experienced Operations Manager to join our team at Marriott International Inc. As an Operations Manager, you will be responsible for supporting the successful execution of all operations in the hotel operations departments, including Front Office, Business Center, Recreation/Health Club, Housekeeping, Food and...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors, including education, skills, internal equity, and experience. This role also offers additional compensation through short-term incentives (such as...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors including education, skills, internal equity, and experience. This role also provides additional earnings through short-term incentives (such as...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors, including education, skills, internal equity, and experience. This role also provides additional compensation through short-term incentives (such...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors such as education, skills, internal equity, and experience. This role also offers additional compensation through short-term incentives (such as...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our Total Rewards program. The precise compensation is influenced by various factors including education, skills, internal equity, and experience. This role may also provide additional compensation through short-term incentives...

  • Strategic Market Intelligence Manager

    2 weeks ago

    Tarrytown, New York, United States Siemens Healthcare Diagnostics Inc. Full time

    Join our mission: Be part of a transformative journey in healthcare innovation. At Siemens Healthcare Diagnostics Inc., we strive to make a difference for everyone, everywhere, sustainably.Our culture: We foster a supportive and inclusive environment that values diversity and individuality. We encourage you to expand your horizons with the resources and...

  • Fleet Engagement and Marketing Support Manager

    4 weeks ago

    Tarrytown, New York, United States BASF SE Full time

    Now hiring Fleet Engagement and Marketing Support Manager Tarrytown, NY (Hybrid) Where the chemistry happens... As a member of the Fuels and Lubricants team, you will lead the management of field test programs with commercial vehicle fleets, and support marketing activities in the Finished Lubricants business. In this role you will use excellent...

  • Lead Trust Administrator

    2 weeks ago

    Tarrytown, New York, United States Midland States Bank Full time

    Senior Trust AdministratorSalary Range: $73,500 - $98,000 annuallyAt Midland States Bank, the base salary is just one aspect of our comprehensive Total Rewards program. The exact compensation is influenced by various factors including education, skills, internal equity, and experience. This role also provides additional compensation opportunities through...

  • Procurement Manager

    6 days ago

    Tarrytown, New York, United States Regeneron Pharmaceuticals, Inc Full time

    Job Summary:The Procurement Manager, Global Procurement – Facilities & Capital Equipment, will report to the Associate Director, Global Procurement – Facilities, Capital & Logistics (FC&L) and is responsible for developing and driving strategy for our responsible categories such as facilities services, capital equipment, and construction. They work...