Senior Portfolio Manager & Investment Strateg
Ledyard National Bank•New London, NH
About The Position
Ledyard is seeking an experienced Senior Portfolio Manager & Investment Strategist to join its Wealth Management team in New London, Concord, or Hanover, New Hampshire. The role offers an opportunity to manage sophisticated client portfolios, build trusted client relationships, and contribute to the firm’s investment strategy. The position brings investment expertise and perspective to asset allocation, portfolio construction, security and manager selection, market insights, and thought leadership, while helping clients turn financial goals into meaningful plans for the future.
Requirements
- 10+ years of investment or portfolio management experience.
- A CFA or related advanced degree.
- Strong analytical skills.
- A passion for putting clients first.
Responsibilities
- Manage sophisticated client portfolios.
- Build trusted relationships with clients.
- Contribute to and help shape investment strategy.
- Provide perspective on asset allocation and portfolio construction.
- Participate in security and manager selection.
- Provide market insights and thought leadership.
- Help clients translate financial goals into plans for the future.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
