Trust Services Portfolio Manager
About The Position
FIRE!FIRE!FIRE! Rhonemus Group has been retained by one of Michigan's most successful community banks to recruit a Trust Services Portfolio Manager to their Wealth Management team. Our client has surpassed $2B in assets and is poised for continued growth and expansion, with a clear focus on expanding products, services, and performance for all Wealth clients. We're seeking an individual to provide strategic direction, portfolio management, and deliver outstanding portfolio performance. Our new PM will manage a large portfolio, create investment presentations, and bring the passion to implement a new financial planning platform, while adhering to all operations, security, risk, and regulatory policies.
Requirements
- At least 5 years of experience managing a large book of business in a trust company or bank wealth management department
- CFP or CFA
Responsibilities
- Provide strategic direction
- Manage a large portfolio
- Create investment presentations
- Implement a new financial planning platform
- Adhere to all operations, security, risk, and regulatory policies
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
