Portfolio Manager-Investment Management Group

1 week ago

Lowell, MA, United States Rockland Trust Full time
Job Description

Rockland Trust's Investment Management Group (IMG) is seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven environment and believes that exceptional client outcomes are achieved through deep partnership with both clients and internal teammates.

As a key member of our IMG team, you will work closely with Relationship Managers, financial planners, trust officers, and other internal specialists to design and deliver fully integrated wealth strategies for high-net-worth individuals, families, and institutions. You will serve as the primary investment expert in client relationships, participating in client meetings, contributing to holistic planning discussions, and ensuring that each portfolio reflects a sophisticated, personalized investment approach.

This position combines the analytical rigor of portfolio construction with the interpersonal engagement of a trusted advisor within a supportive team culture that values shared success.

Key Responsibilities
  • Partner with Relationship Managers to deliver a seamless, team-based client experience; participate in joint client meetings and strategy sessions.
  • Collaborate with internal financial planners, trust administrators, private bankers, and insurance specialists to integrate investment strategy into comprehensive wealth plans.
  • Provide timely, clear communication to teammates regarding portfolio decisions, client updates, and market developments to support coordinated client service.
  • Serve as a trusted investment advisor for high-net-worth clients, presenting portfolio strategies, performance, and market outlook in a clear and consultative manner.
  • Meet regularly with clients-independently and alongside Relationship Managers-to deepen relationships, understand goals, and adjust strategies as needs evolve.
  • Participate actively in new business opportunities by presenting investment capabilities during prospect meetings and supporting Relationship Managers in the sales process.
  • Take responsibility for designing, implementing, and managing customized portfolios aligned with clients' financial objectives, tax considerations, and risk tolerances.
  • Execute the firm's investment philosophy through equity security selection, fixed-income analysis, asset allocation, and investment manager due diligence.
  • Contribute to and stay informed on IMG's investment committee discussions, research initiatives, and model portfolio development.
  • Ensure portfolios remain compliant with client mandates, internal policies, and regulatory requirements.
  • Maintain accurate and timely documentation of portfolio decisions, client interactions, and investment rationales.
  • Support continuous improvement efforts in investment processes, reporting, and client communication standards.
Qualifications
  • Experience: Minimum 5+ years of private wealth or high-net-worth portfolio management experience, including direct responsibility for discretionary portfolios.
  • Education: Bachelor's degree in Finance, Economics, Business, or related field required. MBA or relevant advanced degree preferred.
  • Credentials: CFA® strongly preferred; progress toward CFA or other advanced credentials considered.
  • Technical Skills: Proficiency with Bloomberg, FactSet, Morningstar, and other investment analytics platforms preferred.
  • Core Competencies:
    • Excellent communication and presentation skills, with the ability to translate complex concepts clearly for clients
    • Strong analytical and investment research capabilities
    • Demonstrated success building trust and durable relationships
    • A collaborative mindset with a commitment to team-based client service
  • Personal Attributes: Ethical, detail-oriented, intellectually curious, and committed to serving clients as a fiduciary.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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