Wealth Portfolio Manager II

Wealth Portfolio Manager II –
Camden National Bank

Live here. Play here. Bank here. Work here. If you’re looking to build your career at a forward‑thinking organization with deep community roots and a vision for growth, success, and giving back, you’ve come to the right place.

• We’re your local community bank—and have been since 1875—that is committed to providing excellent customer service and giving back to our communities.
• We foster a collaborative, inclusive work environment as part of a close‑knit team where your voice is valued and heard.
• Our highly engaged employees are rewarded for their performance and have ample opportunities for cross‑training and advancement within the organization.
• We’ve been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well‑being.

The Wealth Portfolio Manager II is responsible for investment due diligence, analytical and tactical research supporting the goals and objectives of CNWM portfolios and strategies. This position is also responsible for chairing investment team committees as determined by the CIO, communicating investment decisions regarding tactical selections, and maintaining oversight and responsibility of the approved investment options, and managing client portfolios in accordance with their investment objectives.

• Senior level investment research and analysis
• Serve in Portfolio Manager capacity with all relevant responsibilities for individual and institutional clients, managing daily implementation of investment process for clients in accordance with their investment objectives
• Ensure portfolios are within acceptable target asset allocation ranges per investment policy
• Complete all Reg 9 investment reviews by system due date and document follow‑up steps related to rejected reviews quarterly (at a minimum)
• Conduct independent due diligence regarding markets, sectors and individual investment vehicles across all asset and sub‑asset classes
• Screen resources and tools to improve investment team capacity and scalability
• Meet with third‑party vendors for market insights and technical data
• Lead and/or actively participate in weekly investment team meetings as determined by CIO
• Participate in meetings with current and prospective clients, CNB employees, external COIs and Board Members, as well as professional and community events; maintaining a positive, engaged profile to enhance the visibility of CNWM and CNB
• In partnership with client/wealth advisors/trust officers, responsible for overall wealth management client experience
• Support team by providing coverage for other team members during absences
• Serve as a leader in the business unit’s and Company’s commitment to achieving our vision, embodying CNB’s core values of Honesty & Integrity, Trust, Service, Responsibility and Excellence

• Bachelor’s degree
• 15 – 20 years investment management experience and/or training in the financial services industry and/or equivalent combination of education and experience
• Strong knowledge and prior experience of investment trading systems, Microsoft Excel and research databases
• Solid understanding of CNWM compliance and regulatory commitments

• Chartered Financial Analyst (CFA) designation or other applicable credentials

• Ability to read, analyze, and interpret detailed financial reports, legal documents, and related correspondence
• Ability to respond professionally to common inquiries from customers, regulatory agencies, and/or members of the business community
• Ability to effectively present information to top management, clients, public groups, and/or boards of directors
• Strong proficiency in mathematical skills as it relates to investment analysis, portfolio construction/maintenance, risk and performance measurement
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions in written, oral, diagram, or schedule form
• Ability to work successfully in a team environment and independently
• Strong…