Senior Portfolio Manager & Investment Strateg
Ledyard National Bank•Concord, NH
About The Position
Ledyard is seeking an experienced Senior Portfolio Manager & Investment Strategist to join its Wealth Management team. The position is based in New London, Concord, or Hanover, New Hampshire. The successful candidate will manage sophisticated client portfolios, build trusted client relationships, and contribute to Ledyard’s investment strategy. The role includes providing perspective on asset allocation, portfolio construction, security and manager selection, market insights, and thought leadership, while helping clients develop plans aligned with their financial goals.
Requirements
- 10+ years of investment or portfolio management experience.
- A CFA or related advanced degree.
- Strong analytical skills.
- A client-first approach.
Responsibilities
- Manage sophisticated client portfolios.
- Build trusted relationships with clients.
- Contribute to investment strategy.
- Provide perspective on asset allocation and portfolio construction.
- Provide perspective on security and manager selection.
- Share market insights and thought leadership.
- Help clients turn their financial goals into plans for the future.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
